Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,490 | $90,607-57.5% | $79,467-51.6% | $135,380-71.6% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 10.80% | 977.74%-966.9pp | 718.30%-707.5pp | 519.81%-509.0pp |
| Employer contribution / active EE | $6,573 | $3,068+114.2% | $2,800+134.7% | $4,779+37.5% |
| Participant deferral / active EE | $7,875 | $4,050+94.4% | $3,704+112.6% | $5,609+40.4% |
| Admin fee / account holder | $1,089 | $5,895-81.5% | $5,104-78.7% | $10,828-89.9% |