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 | $38,689 | $96,691-60.0% | $86,656-55.4% | $139,487-72.3% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.8pp |
| Annual return | 18.09% | 106.87%-88.8pp | 593.09%-575.0pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,268 | $3,267-30.6% | $3,025-25.0% | $4,755-52.3% |
| Participant deferral / active EE | $6,358 | $4,838+31.4% | $4,439+43.2% | $6,713-5.3% |
| Admin fee / account holder | $5,543 | $6,414-13.6% | $5,619-1.3% | $11,407-51.4% |