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 | $54,425 | $72,273-24.7% | $101,275-46.3% | $79,856-31.8% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.6pp | 69.6%+12.8pp |
| Annual return | 75.08% | 22.30%+52.8pp | 46.48%+28.6pp | 31.71%+43.4pp |
| Employer contribution / active EE | $14,394 | $2,691+434.9% | $3,660+293.3% | $2,471+482.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,536 | $4,401+3.1% | $5,948-23.7% | $5,306-14.5% |