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 | $73,548 | $102,382-28.2% | $147,005-50.0% | $80,874-9.1% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 60.75% | 134.89%-74.1pp | 418.76%-358.0pp | 35.62%+25.1pp |
| Employer contribution / active EE | $9,393 | $3,715+152.9% | $4,934+90.4% | $2,756+240.9% |
| Participant deferral / active EE | $27,995 | $6,646+321.2% | $8,070+246.9% | $4,297+551.5% |
| Admin fee / account holder | $14,356 | $7,942+80.7% | $13,006+10.4% | $6,935+107.0% |