Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,785 | $102,382-67.0% | $147,005-77.0% | $80,874-58.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 14.29% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,318 | $3,715-10.7% | $4,934-32.8% | $2,756+20.4% |
| Participant deferral / active EE | $4,831 | $6,646-27.3% | $8,070-40.1% | $4,297+12.4% |
| Admin fee / account holder | $1,397 | $7,942-82.4% | $13,006-89.3% | $6,935-79.9% |