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 | $90,691-72.7% | $76,119-67.5% | $145,884-83.0% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 12.69% | 624.52%-611.8pp | 361.25%-348.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,259 | $3,329+27.9% | $2,693+58.2% | $4,662-8.6% |
| Participant deferral / active EE | $1,258 | $5,167-75.6% | $4,259-70.5% | $6,690-81.2% |
| Admin fee / account holder | $320 | $8,383-96.2% | $6,421-95.0% | $13,392-97.6% |