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 | $86,241 | $124,351-30.6% | $109,188-21.0% | $167,553-48.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 96.06% | 26.04%+70.0pp | 25.76%+70.3pp | 478.89%-382.8pp |
| Employer contribution / active EE | $1,909 | $4,210-54.6% | $3,723-48.7% | $4,840-60.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $779 | $7,975-90.2% | $6,755-88.5% | $12,316-93.7% |