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 | $48,785 | $102,429-52.4% | $147,096-66.8% | $80,925-39.7% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 26.53% | 135.02%-108.5pp | 419.75%-393.2pp | 35.65%-9.1pp |
| Employer contribution / active EE | $2,742 | $3,716-26.2% | $4,936-44.5% | $2,756-0.5% |
| Participant deferral / active EE | $4,059 | $6,649-39.0% | $8,071-49.7% | $4,299-5.6% |
| Admin fee / account holder | $1,500 | $7,957-81.2% | $13,005-88.5% | $6,940-78.4% |