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 | $36,380 | $34,316+6.0% | $74,723-51.3% | $72,976-50.1% |
| Participation rate | 94.4% | 42.4%+52.0pp | 54.5%+40.0pp | 69.5%+25.0pp |
| Annual return | 19.54% | 26.58%-7.0pp | 753.18%-733.6pp | 81.02%-61.5pp |
| Employer contribution / active EE | $3,471 | $692+401.8% | $1,084+220.2% | $2,440+42.3% |
| Participant deferral / active EE | $2,648 | $1,272+108.3% | $1,962+35.0% | $3,608-26.6% |
| Admin fee / account holder | $2,003 | $2,125-5.7% | $3,335-39.9% | $5,124-60.9% |