Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,289 | $102,382-70.4% | $147,005-79.4% | $80,874-62.5% |
| Participation rate | 77.6% | 75.8%+1.7pp | 82.2%-4.6pp | 67.6%+9.9pp |
| Annual return | 15.97% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,781 | $3,715-52.1% | $4,934-63.9% | $2,756-35.4% |
| Participant deferral / active EE | $5,962 | $6,646-10.3% | $8,070-26.1% | $4,297+38.8% |
| Admin fee / account holder | $7,650 | $7,942-3.7% | $13,006-41.2% | $6,935+10.3% |