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 | $52,629 | $102,382-48.6% | $147,005-64.2% | $80,874-34.9% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 20.95% | 134.89%-113.9pp | 418.76%-397.8pp | 35.62%-14.7pp |
| Employer contribution / active EE | $6,244 | $3,715+68.1% | $4,934+26.6% | $2,756+126.6% |
| Participant deferral / active EE | $12,168 | $6,646+83.1% | $8,070+50.8% | $4,297+183.2% |
| Admin fee / account holder | $1,330 | $7,942-83.3% | $13,006-89.8% | $6,935-80.8% |