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 | $59,396 | $111,878-46.9% | $93,727-36.6% | $145,897-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.97% | 204.28%-191.3pp | 133.83%-120.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $5,499 | $3,092+77.8% | $2,421+127.1% | $4,663+17.9% |
| Participant deferral / active EE | $3,474 | $4,920-29.4% | $4,417-21.3% | $6,689-48.1% |
| Admin fee / account holder | $877 | $10,256-91.4% | $8,292-89.4% | $13,390-93.4% |