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 | $69,149 | $125,184-44.8% | $105,607-34.5% | $145,884-52.6% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 12.67% | 225.00%-212.3pp | 116.11%-103.4pp | 551.85%-539.2pp |
| Employer contribution / active EE | $8,391 | $3,720+125.6% | $3,167+164.9% | $4,662+80.0% |
| Participant deferral / active EE | $9,786 | $5,714+71.3% | $5,011+95.3% | $6,690+46.3% |
| Admin fee / account holder | $627 | $17,133-96.3% | $10,958-94.3% | $13,392-95.3% |