Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $71,878 | $96,691-25.7% | $86,656-17.1% | $139,487-48.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 17.79% | 106.87%-89.1pp | 593.09%-575.3pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,432 | $3,267-25.5% | $3,025-19.6% | $4,755-48.8% |
| Participant deferral / active EE | $9,351 | $4,838+93.3% | $4,439+110.6% | $6,713+39.3% |
| Admin fee / account holder | $748 | $6,414-88.3% | $5,619-86.7% | $11,407-93.4% |