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 | $34,400 | $63,342-45.7% | $92,236-62.7% | $70,131-50.9% |
| Participation rate | 74.5% | 68.7%+5.8pp | 76.5%-2.0pp | 69.5%+4.9pp |
| Annual return | 17.83% | 530.15%-512.3pp | 176.29%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,618 | $2,471+5.9% | $3,679-28.8% | $2,342+11.8% |
| Participant deferral / active EE | $6,025 | $2,854+111.1% | $3,897+54.6% | $3,332+80.8% |
| Admin fee / account holder | $3,092 | $3,840-19.5% | $5,194-40.5% | $4,645-33.4% |