Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $48,639 | $102,393-52.5% | $147,041-66.9% | $80,911-39.9% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 46.55% | 134.95%-88.4pp | 419.21%-372.7pp | 35.63%+10.9pp |
| Employer contribution / active EE | $6,949 | $3,715+87.0% | $4,935+40.8% | $2,756+152.2% |
| Participant deferral / active EE | $15,705 | $6,647+136.3% | $8,071+94.6% | $4,297+265.5% |
| Admin fee / account holder | $3,070 | $7,943-61.4% | $13,006-76.4% | $6,935-55.7% |