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 | $33,648 | $112,121-70.0% | $95,960-64.9% | $158,966-78.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 13.34% | 171.16%-157.8pp | 91.63%-78.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $5,726 | $3,199+79.0% | $2,541+125.3% | $4,762+20.2% |
| Participant deferral / active EE | $3,831 | $4,784-19.9% | $4,167-8.1% | $5,983-36.0% |
| Admin fee / account holder | $1,186 | $10,135-88.3% | $6,797-82.6% | $11,250-89.5% |