Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,511 | $102,382-56.5% | $147,005-69.7% | $80,874-45.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 13.47% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $4,388 | $3,715+18.1% | $4,934-11.1% | $2,756+59.2% |
| Participant deferral / active EE | $9,946 | $6,646+49.7% | $8,070+23.3% | $4,297+131.5% |
| Admin fee / account holder | $4,317 | $7,942-45.6% | $13,006-66.8% | $6,935-37.7% |