Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,789 | $102,382-20.1% | $147,005-44.4% | $80,874+1.1% |
| Participation rate | 77.1% | 75.8%+1.2pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 14.65% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $5,463 | $3,715+47.0% | $4,934+10.7% | $2,756+98.2% |
| Participant deferral / active EE | $9,686 | $6,646+45.7% | $8,070+20.0% | $4,297+125.4% |
| Admin fee / account holder | $3,724 | $7,942-53.1% | $13,006-71.4% | $6,935-46.3% |