Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,508 | $102,422-40.9% | $147,117-58.9% | $80,959-25.3% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 30.28% | 135.16%-104.9pp | 420.54%-390.3pp | 35.67%-5.4pp |
| Employer contribution / active EE | $7,033 | $3,717+89.2% | $4,932+42.6% | $2,757+155.1% |
| Participant deferral / active EE | $18,608 | $6,652+179.7% | $8,065+130.7% | $4,300+332.7% |
| Admin fee / account holder | $5,143 | $7,953-35.3% | $12,993-60.4% | $6,925-25.7% |