Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,453 | $111,878-73.7% | $93,727-68.6% | $145,897-79.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 51.23% | 204.28%-153.0pp | 133.83%-82.6pp | 552.29%-501.1pp |
| Employer contribution / active EE | $2,556 | $3,092-17.4% | $2,421+5.5% | $4,663-45.2% |
| Participant deferral / active EE | $4,282 | $4,920-13.0% | $4,417-3.1% | $6,689-36.0% |
| Admin fee / account holder | $1,486 | $10,256-85.5% | $8,292-82.1% | $13,390-88.9% |