Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,338 | $111,878-43.4% | $93,727-32.4% | $145,897-56.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.67% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,960 | $3,092+92.7% | $2,421+146.1% | $4,663+27.8% |
| Participant deferral / active EE | $20,836 | $4,920+323.5% | $4,417+371.7% | $6,689+211.5% |
| Admin fee / account holder | $2,704 | $10,256-73.6% | $8,292-67.4% | $13,390-79.8% |