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 | $56,152 | $65,428-14.2% | $169,390-66.9% | $71,511-21.5% |
| Participation rate | 90.2% | 66.9%+23.3pp | 77.2%+13.0pp | 67.9%+22.3pp |
| Annual return | 135.42% | 21.35%+114.1pp | 406.07%-270.6pp | 28.86%+106.6pp |
| Employer contribution / active EE | $12,401 | $2,064+500.8% | $4,013+209.0% | $2,589+378.9% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,222-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,769 | $1,328+259.2% | $9,015-47.1% | $1,588+200.3% |