Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,782 | $100,938-43.7% | $90,461-37.2% | $158,982-64.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.44% | 1727.20%-1715.8pp | 1294.76%-1283.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $2,524 | $3,691-31.6% | $3,264-22.7% | $4,763-47.0% |
| Participant deferral / active EE | $4,122 | $4,350-5.2% | $3,964+4.0% | $5,983-31.1% |
| Admin fee / account holder | $3,354 | $6,510-48.5% | $5,617-40.3% | $11,252-70.2% |