Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,016 | $96,691-54.5% | $86,656-49.2% | $139,487-68.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 16.37% | 106.87%-90.5pp | 593.09%-576.7pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,282 | $3,267-30.1% | $3,025-24.6% | $4,755-52.0% |
| Participant deferral / active EE | $6,257 | $4,838+29.3% | $4,439+41.0% | $6,713-6.8% |
| Admin fee / account holder | $11,609 | $6,414+81.0% | $5,619+106.6% | $11,407+1.8% |