Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,469 | $102,429-71.2% | $147,096-80.0% | $80,925-63.6% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 74.68% | 135.02%-60.3pp | 419.75%-345.1pp | 35.65%+39.0pp |
| Employer contribution / active EE | $1,392 | $3,716-62.5% | $4,936-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $11,040 | $6,649+66.0% | $8,071+36.8% | $4,299+156.8% |
| Admin fee / account holder | $916 | $7,957-88.5% | $13,005-93.0% | $6,940-86.8% |