Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,280 | $96,643-60.4% | $86,617-55.8% | $139,456-72.6% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 16.30% | 106.57%-90.3pp | 591.91%-575.6pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,015 | $3,264-68.9% | $3,023-66.4% | $4,753-78.6% |
| Participant deferral / active EE | $2,912 | $4,835-39.8% | $4,437-34.4% | $6,711-56.6% |
| Admin fee / account holder | $453 | $6,406-92.9% | $5,613-91.9% | $11,407-96.0% |