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 | $65,533 | $102,385-36.0% | $147,080-55.4% | $80,935-19.0% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 22.64% | 135.09%-112.5pp | 420.17%-397.5pp | 35.66%-13.0pp |
| Employer contribution / active EE | $5,728 | $3,717+54.1% | $4,933+16.1% | $2,757+107.8% |
| Participant deferral / active EE | $7,161 | $6,651+7.7% | $8,066-11.2% | $4,299+66.5% |
| Admin fee / account holder | $841 | $7,951-89.4% | $12,989-93.5% | $6,924-87.8% |