Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,292 | $50,554-32.2% | $67,681-49.3% | $87,485-60.8% |
| Participation rate | 96.9% | 67.7%+29.2pp | 73.7%+23.1pp | 68.9%+27.9pp |
| Annual return | 11.51% | 17.81%-6.3pp | 590.58%-579.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $3,495 | $1,988+75.8% | $2,678+30.5% | $2,596+34.6% |
| Participant deferral / active EE | $3,608 | $2,961+21.8% | $3,976-9.3% | $4,274-15.6% |
| Admin fee / account holder | $4,047 | $4,132-2.1% | $6,100-33.6% | $7,775-47.9% |