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 | $35,087 | $69,118-49.2% | $53,647-34.6% | $138,895-74.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 58.57% | 248.26%-189.7pp | 358.33%-299.8pp | 145.39%-86.8pp |
| Employer contribution / active EE | $4,597 | $1,189+286.5% | $962+377.8% | $4,194+9.6% |
| Participant deferral / active EE | $9,512 | $2,274+318.3% | $1,813+424.6% | $6,396+48.7% |
| Admin fee / account holder | $3,403 | $2,724+24.9% | $2,460+38.3% | $12,562-72.9% |