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 | $102,382-52.3% | $147,005-66.8% | $80,874-39.7% |
| Participation rate | 91.8% | 75.8%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 26.53% | 134.89%-108.4pp | 418.76%-392.2pp | 35.62%-9.1pp |
| Employer contribution / active EE | $2,742 | $3,715-26.2% | $4,934-44.4% | $2,756-0.5% |
| Participant deferral / active EE | $4,059 | $6,646-38.9% | $8,070-49.7% | $4,297-5.5% |
| Admin fee / account holder | $1,500 | $7,942-81.1% | $13,006-88.5% | $6,935-78.4% |