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 | $66,028 | $99,652-33.7% | $78,778-16.2% | $147,586-55.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 15.22% | 47.28%-32.1pp | 35.62%-20.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,459 | $2,796+131.1% | $1,986+225.3% | $4,876+32.5% |
| Participant deferral / active EE | $8,813 | $3,664+140.6% | $2,958+197.9% | $5,439+62.0% |
| Admin fee / account holder | $645 | $7,155-91.0% | $5,134-87.4% | $10,886-94.1% |