Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,453 | $149,040-89.0% | $120,225-86.3% | $137,256-88.0% |
| Participation rate | 94.7% | 75.4%+19.3pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | 21.35% | 605.68%-584.3pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,584 | $4,350-40.6% | $3,475-25.7% | $4,156-37.8% |
| Participant deferral / active EE | $2,726 | $4,655-41.4% | $3,999-31.8% | $6,407-57.4% |
| Admin fee / account holder | $1,121 | $6,348-82.3% | $5,696-80.3% | $12,270-90.9% |