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 | $19,960 | $63,346-68.5% | $92,240-78.4% | $70,126-71.5% |
| Participation rate | 86.8% | 68.7%+18.1pp | 76.5%+10.3pp | 69.5%+17.3pp |
| Annual return | 46.31% | 530.19%-483.9pp | 176.29%-130.0pp | 73.15%-26.8pp |
| Employer contribution / active EE | $7,128 | $2,471+188.4% | $3,680+93.7% | $2,343+204.3% |
| Participant deferral / active EE | $1,474 | $2,854-48.3% | $3,897-62.2% | $3,332-55.7% |
| Admin fee / account holder | $7,498 | $3,841+95.2% | $5,194+44.4% | $4,645+61.4% |