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 | $56,287 | $102,422-45.0% | $147,117-61.7% | $80,959-30.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 16.32% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $4,291 | $3,717+15.4% | $4,932-13.0% | $2,757+55.6% |
| Participant deferral / active EE | $7,352 | $6,652+10.5% | $8,065-8.8% | $4,300+71.0% |
| Admin fee / account holder | $6,147 | $7,953-22.7% | $12,993-52.7% | $6,925-11.2% |