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 | $77,153 | $96,678-20.2% | $86,640-11.0% | $139,466-44.7% |
| Participation rate | 82.4% | 74.4%+7.9pp | 71.7%+10.6pp | 80.3%+2.0pp |
| Annual return | 21.42% | 106.69%-85.3pp | 592.52%-571.1pp | 373.66%-352.2pp |
| Employer contribution / active EE | $4,532 | $3,265+38.8% | $3,024+49.8% | $4,754-4.7% |
| Participant deferral / active EE | $8,365 | $4,837+73.0% | $4,438+88.5% | $6,712+24.6% |
| Admin fee / account holder | $1,584 | $6,410-75.3% | $5,616-71.8% | $11,409-86.1% |