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 | $67,429 | $96,643-30.2% | $86,617-22.2% | $139,456-51.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 18.41% | 106.57%-88.2pp | 591.91%-573.5pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,249 | $3,264-31.1% | $3,023-25.6% | $4,753-52.7% |
| Participant deferral / active EE | $6,400 | $4,835+32.4% | $4,437+44.2% | $6,711-4.6% |
| Admin fee / account holder | $1,104 | $6,406-82.8% | $5,613-80.3% | $11,407-90.3% |