Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,375 | $72,071-52.3% | $68,368-49.7% | $137,256-75.0% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 27.70% | 353.14%-325.4pp | 292.57%-264.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $4,700 | $2,788+68.6% | $2,649+77.4% | $4,156+13.1% |
| Participant deferral / active EE | $9,709 | $4,410+120.2% | $4,123+135.5% | $6,407+51.5% |
| Admin fee / account holder | $3,307 | $5,336-38.0% | $5,150-35.8% | $12,270-73.0% |