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 | $39,032 | $100,139-61.0% | $85,187-54.2% | $145,884-73.2% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.26% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,751 | $3,238-15.0% | $2,732+0.7% | $4,662-41.0% |
| Participant deferral / active EE | $4,946 | $5,296-6.6% | $4,525+9.3% | $6,690-26.1% |
| Admin fee / account holder | $2,938 | $7,262-59.5% | $6,162-52.3% | $13,392-78.1% |