Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $76,667 | $107,363-28.6% | $92,909-17.5% | $152,897-49.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 17.31% | 145.63%-128.3pp | 109.44%-92.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $5,532 | $4,222+31.0% | $3,653+51.4% | $4,764+16.1% |
| Participant deferral / active EE | $5,270 | $4,848+8.7% | $4,238+24.3% | $5,851-9.9% |
| Admin fee / account holder | $23,212 | $7,082+227.8% | $5,795+300.6% | $11,599+100.1% |