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 | $38,501 | $90,489-57.5% | $76,051-49.4% | $145,978-73.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.10% | 622.78%-610.7pp | 360.42%-348.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $7,800 | $3,319+135.0% | $2,690+190.0% | $4,662+67.3% |
| Participant deferral / active EE | $5,890 | $5,164+14.1% | $4,257+38.4% | $6,690-11.9% |
| Admin fee / account holder | $3,508 | $8,374-58.1% | $6,416-45.3% | $13,400-73.8% |