Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,490 | $49,897-20.9% | $80,648-51.0% | $75,177-47.5% |
| Participation rate | 94.1% | 55.3%+38.8pp | 67.0%+27.1pp | 67.2%+26.9pp |
| Annual return | 68.30% | 34.68%+33.6pp | 937.21%-868.9pp | 160.75%-92.4pp |
| Employer contribution / active EE | $6,978 | $1,699+310.7% | $2,724+156.2% | $2,671+161.3% |
| Participant deferral / active EE | $15,334 | $2,992+412.5% | $4,443+245.1% | $4,126+271.6% |
| Admin fee / account holder | $7,298 | $3,579+103.9% | $5,382+35.6% | $5,651+29.1% |