Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,625 | $96,678-31.1% | $86,640-23.1% | $139,466-52.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 19.30% | 106.69%-87.4pp | 592.52%-573.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,701 | $3,265-47.9% | $3,024-43.8% | $4,754-64.2% |
| Participant deferral / active EE | $19,869 | $4,837+310.8% | $4,438+347.7% | $6,712+196.0% |
| Admin fee / account holder | $4,040 | $6,410-37.0% | $5,616-28.1% | $11,409-64.6% |