Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,934 | $72,071-26.6% | $68,368-22.6% | $137,256-61.4% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 16.38% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,986 | $2,788+114.7% | $2,649+126.0% | $4,156+44.0% |
| Participant deferral / active EE | $5,856 | $4,410+32.8% | $4,123+42.0% | $6,407-8.6% |
| Admin fee / account holder | $9,079 | $5,336+70.2% | $5,150+76.3% | $12,270-26.0% |