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 | $37,642 | $96,678-61.1% | $86,640-56.6% | $139,466-73.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.80% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $6,914 | $3,265+111.7% | $3,024+128.6% | $4,754+45.4% |
| Participant deferral / active EE | $5,436 | $4,837+12.4% | $4,438+22.5% | $6,712-19.0% |
| Admin fee / account holder | $1,390 | $6,410-78.3% | $5,616-75.2% | $11,409-87.8% |