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 | $34,959 | $127,790-72.6% | $106,554-67.2% | $167,553-79.1% |
| Participation rate | 72.7% | 78.3%-5.6pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 8.50% | 33.88%-25.4pp | 26.80%-18.3pp | 478.89%-470.4pp |
| Employer contribution / active EE | $3,795 | $3,427+10.7% | $2,819+34.6% | $4,840-21.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,843 | $11,231-56.9% | $7,408-34.6% | $12,316-60.7% |