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 | $57,991 | $115,796-49.9% | $101,264-42.7% | $158,950-63.5% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 22.96% | 56.15%-33.2pp | 46.48%-23.5pp | 302.91%-280.0pp |
| Employer contribution / active EE | $7,770 | $4,175+86.1% | $3,660+112.3% | $4,762+63.2% |
| Participant deferral / active EE | $9,816 | $4,958+98.0% | $4,370+124.6% | $5,983+64.1% |
| Admin fee / account holder | $43,930 | $7,247+506.2% | $5,947+638.7% | $11,248+290.5% |