Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,386 | $96,678-31.3% | $86,640-23.4% | $139,466-52.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.02% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.6pp |
| Employer contribution / active EE | $579 | $3,265-82.3% | $3,024-80.9% | $4,754-87.8% |
| Participant deferral / active EE | $5,870 | $4,837+21.4% | $4,438+32.3% | $6,712-12.5% |
| Admin fee / account holder | $11,108 | $6,410+73.3% | $5,616+97.8% | $11,409-2.6% |