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 | $35,028 | $102,422-65.8% | $147,117-76.2% | $80,959-56.7% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 45.36% | 135.16%-89.8pp | 420.54%-375.2pp | 35.67%+9.7pp |
| Employer contribution / active EE | $6,705 | $3,717+80.4% | $4,932+35.9% | $2,757+143.2% |
| Participant deferral / active EE | $9,054 | $6,652+36.1% | $8,065+12.3% | $4,300+110.6% |
| Admin fee / account holder | $2,248 | $7,953-71.7% | $12,993-82.7% | $6,925-67.5% |