Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,000 | $65,555-25.3% | $86,216-43.2% | $75,173-34.8% |
| Participation rate | 92.2% | 60.5%+31.7pp | 69.0%+23.2pp | 67.2%+25.0pp |
| Annual return | 14.87% | 46.07%-31.2pp | 1169.42%-1154.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $2,772 | $1,553+78.4% | $2,382+16.4% | $2,671+3.8% |
| Participant deferral / active EE | $7,512 | $3,023+148.5% | $3,986+88.5% | $4,126+82.1% |
| Admin fee / account holder | $13,137 | $5,469+140.2% | $6,853+91.7% | $5,651+132.5% |