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 | $58,525 | $111,830-47.7% | $93,696-37.5% | $145,884-59.9% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.4pp |
| Annual return | 14.56% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $7,131 | $3,093+130.6% | $2,422+194.4% | $4,662+52.9% |
| Participant deferral / active EE | $4,720 | $4,920-4.1% | $4,417+6.9% | $6,690-29.4% |
| Admin fee / account holder | $844 | $10,249-91.8% | $8,287-89.8% | $13,392-93.7% |