Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,675 | $150,435-49.0% | $120,580-36.4% | $145,897-47.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 14.29% | 154.60%-140.3pp | 107.48%-93.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,760 | $4,352-13.6% | $3,469+8.4% | $4,663-19.4% |
| Participant deferral / active EE | $14,251 | $6,174+130.8% | $4,995+185.3% | $6,689+113.0% |
| Admin fee / account holder | $526 | $12,182-95.7% | $9,418-94.4% | $13,390-96.1% |