Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,991 | $102,422-32.6% | $147,117-53.1% | $80,959-14.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 23.37% | 135.16%-111.8pp | 420.54%-397.2pp | 35.67%-12.3pp |
| Employer contribution / active EE | $6,109 | $3,717+64.3% | $4,932+23.9% | $2,757+121.6% |
| Participant deferral / active EE | $12,253 | $6,652+84.2% | $8,065+51.9% | $4,300+184.9% |
| Admin fee / account holder | $3,054 | $7,953-61.6% | $12,993-76.5% | $6,925-55.9% |