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 | $69,207 | $102,382-32.4% | $147,005-52.9% | $80,874-14.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 19.52% | 134.89%-115.4pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,527 | $3,715-5.1% | $4,934-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $7,016 | $6,646+5.6% | $8,070-13.1% | $4,297+63.3% |
| Admin fee / account holder | $1,467 | $7,942-81.5% | $13,006-88.7% | $6,935-78.9% |