Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,036 | $73,546-23.8% | $63,018-11.1% | $147,586-62.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.8%+20.8pp | 82.8%+12.8pp |
| Annual return | 11.74% | 175.56%-163.8pp | 87.62%-75.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $2,747 | $3,324-17.4% | $2,761-0.5% | $4,876-43.7% |
| Participant deferral / active EE | $6,771 | $4,185+61.8% | $3,330+103.3% | $5,439+24.5% |
| Admin fee / account holder | $617 | $5,956-89.6% | $3,601-82.9% | $10,886-94.3% |