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 | $45,466 | $110,039-58.7% | $97,260-53.3% | $145,884-68.8% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.26% | 244.44%-236.2pp | 75.54%-67.3pp | 551.85%-543.6pp |
| Employer contribution / active EE | $15,401 | $3,074+401.0% | $2,721+466.0% | $4,662+230.3% |
| Participant deferral / active EE | $2,245 | $4,674-52.0% | $4,262-47.3% | $6,690-66.4% |
| Admin fee / account holder | $359 | $6,204-94.2% | $5,640-93.6% | $13,392-97.3% |