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 | $58,191 | $96,691-39.8% | $86,656-32.8% | $139,487-58.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.09% | 106.87%-91.8pp | 593.09%-578.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $4,118 | $3,267+26.1% | $3,025+36.1% | $4,755-13.4% |
| Participant deferral / active EE | $9,245 | $4,838+91.1% | $4,439+108.3% | $6,713+37.7% |
| Admin fee / account holder | $953 | $6,414-85.1% | $5,619-83.0% | $11,407-91.6% |