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 | $66,728 | $52,353+27.5% | $120,225-44.5% | $82,448-19.1% |
| Participation rate | 90.9% | 58.3%+32.6pp | 69.6%+21.3pp | 68.1%+22.8pp |
| Annual return | 13.34% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,939 | $1,510+94.6% | $3,475-15.4% | $2,551+15.2% |
| Participant deferral / active EE | $5,450 | $2,627+107.5% | $3,999+36.3% | $4,139+31.7% |
| Admin fee / account holder | $2,744 | $4,363-37.1% | $5,696-51.8% | $7,234-62.1% |