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 | $41,092 | $102,422-59.9% | $147,117-72.1% | $80,959-49.2% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 24.68% | 135.16%-110.5pp | 420.54%-395.9pp | 35.67%-11.0pp |
| Employer contribution / active EE | $5,336 | $3,717+43.5% | $4,932+8.2% | $2,757+93.5% |
| Participant deferral / active EE | $9,729 | $6,652+46.3% | $8,065+20.6% | $4,300+126.2% |
| Admin fee / account holder | $9,508 | $7,953+19.5% | $12,993-26.8% | $6,925+37.3% |