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 | $24,773 | $90,530-72.6% | $76,030-67.4% | $145,897-83.0% |
| Participation rate | 95.2% | 74.4%+20.8pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 12.69% | 625.08%-612.4pp | 361.54%-348.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,259 | $3,319+28.3% | $2,688+58.5% | $4,663-8.7% |
| Participant deferral / active EE | $1,258 | $5,164-75.6% | $4,257-70.4% | $6,689-81.2% |
| Admin fee / account holder | $320 | $8,383-96.2% | $6,421-95.0% | $13,390-97.6% |