Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,396 | $154,193-74.5% | $130,045-69.7% | $139,466-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.87% | 32.51%-4.6pp | -137.30%+165.2pp | 373.66%-345.8pp |
| Employer contribution / active EE | $3,904 | $5,292-26.2% | $4,321-9.7% | $4,754-17.9% |
| Participant deferral / active EE | $6,560 | $6,709-2.2% | $5,820+12.7% | $6,712-2.3% |
| Admin fee / account holder | $1,157 | $13,989-91.7% | $10,600-89.1% | $11,409-89.9% |