Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,510 | $111,785-42.3% | $93,669-31.1% | $145,877-55.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.14% | 203.79%-194.6pp | 133.59%-124.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,487 | $3,096+44.9% | $2,424+85.1% | $4,663-3.8% |
| Participant deferral / active EE | $7,252 | $4,919+47.4% | $4,416+64.2% | $6,691+8.4% |
| Admin fee / account holder | $27,369 | $10,256+166.9% | $8,291+230.1% | $13,402+104.2% |