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 | $40,128 | $59,467-32.5% | $93,727-57.2% | $74,478-46.1% |
| Participation rate | 74.5% | 59.6%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 12.90% | 82.14%-69.2pp | 133.83%-120.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $969 | $1,267-23.5% | $2,421-60.0% | $2,626-63.1% |
| Participant deferral / active EE | $2,685 | $3,052-12.0% | $4,417-39.2% | $4,350-38.3% |
| Admin fee / account holder | $8,025 | $3,028+165.0% | $8,292-3.2% | $1,946+312.4% |