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 | $71,024 | $73,988-4.0% | $96,538-26.4% | $75,177-5.5% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.5pp |
| Annual return | 91.39% | 26.73%+64.7pp | 35.74%+55.6pp | 160.75%-69.4pp |
| Employer contribution / active EE | $6,871 | $2,930+134.5% | $3,740+83.7% | $2,671+157.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,451 | $5,220-53.0% | $6,737-63.6% | $5,651-56.6% |