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 | $74,942 | $58,234+28.7% | $81,783-8.4% | $80,874-7.3% |
| Participation rate | 90.3% | 63.4%+26.9pp | 72.4%+18.0pp | 67.6%+22.7pp |
| Annual return | 16.20% | 41.70%-25.5pp | 775.05%-758.9pp | 35.62%-19.4pp |
| Employer contribution / active EE | $8,877 | $2,341+279.1% | $2,913+204.8% | $2,756+222.1% |
| Participant deferral / active EE | $6,534 | $3,283+99.0% | $4,320+51.2% | $4,297+52.1% |
| Admin fee / account holder | $2,208 | $4,982-55.7% | $7,380-70.1% | $6,935-68.2% |