Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,131 | $102,635-68.7% | $86,209-62.7% | $139,456-77.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 22.12% | 1923.53%-1901.4pp | 1169.05%-1146.9pp | 373.45%-351.3pp |
| Employer contribution / active EE | $7,977 | $3,034+162.9% | $2,381+235.0% | $4,753+67.9% |
| Participant deferral / active EE | $8,870 | $4,677+89.6% | $3,986+122.5% | $6,711+32.2% |
| Admin fee / account holder | $3,255 | $8,661-62.4% | $6,853-52.5% | $11,407-71.5% |