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 | $46,900 | $118,877-60.5% | $96,570-51.4% | $167,536-72.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 13.53% | 50.50%-37.0pp | 37.79%-24.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $6,023 | $3,121+93.0% | $2,357+155.5% | $4,839+24.5% |
| Participant deferral / active EE | $3,055 | $4,617-33.8% | $3,849-20.6% | $6,342-51.8% |
| Admin fee / account holder | $5,265 | $8,069-34.7% | $6,182-14.8% | $12,315-57.2% |