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 | $35,313 | $48,570-27.3% | $130,660-73.0% | $72,976-51.6% |
| Participation rate | 98.9% | 58.6%+40.3pp | 71.7%+27.1pp | 69.5%+29.4pp |
| Annual return | 32.86% | 38.63%-5.8pp | 1709.29%-1676.4pp | 81.02%-48.2pp |
| Employer contribution / active EE | $2,628 | $1,334+97.0% | $4,092-35.8% | $2,440+7.7% |
| Participant deferral / active EE | $2,838 | $2,384+19.0% | $3,603-21.2% | $3,608-21.3% |
| Admin fee / account holder | $1,021 | $3,549-71.2% | $5,463-81.3% | $5,124-80.1% |