Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,179 | $102,422-41.2% | $147,117-59.1% | $80,959-25.7% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 64.35% | 135.16%-70.8pp | 420.54%-356.2pp | 35.67%+28.7pp |
| Employer contribution / active EE | $5,341 | $3,717+43.7% | $4,932+8.3% | $2,757+93.7% |
| Participant deferral / active EE | $10,268 | $6,652+54.4% | $8,065+27.3% | $4,300+138.8% |
| Admin fee / account holder | $4,185 | $7,953-47.4% | $12,993-67.8% | $6,925-39.6% |