Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,598 | $111,878-50.3% | $93,727-40.7% | $145,897-61.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 14.23% | 204.28%-190.0pp | 133.83%-119.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,090 | $3,092-0.1% | $2,421+27.6% | $4,663-33.7% |
| Participant deferral / active EE | $7,133 | $4,920+45.0% | $4,417+61.5% | $6,689+6.6% |
| Admin fee / account holder | $750 | $10,256-92.7% | $8,292-91.0% | $13,390-94.4% |