Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,594 | $103,038-75.2% | $90,324-71.7% | $152,909-83.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 89.67% | 95.25%-5.6pp | 78.15%+11.5pp | 345.46%-255.8pp |
| Employer contribution / active EE | $7,172 | $3,141+128.4% | $2,856+151.2% | $4,764+50.6% |
| Participant deferral / active EE | $7,201 | $4,282+68.2% | $3,885+85.3% | $5,851+23.1% |
| Admin fee / account holder | $4,612 | $6,177-25.3% | $5,356-13.9% | $11,601-60.2% |