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 | $32,384 | $81,749-60.4% | $58,544-44.7% | $139,456-76.8% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 17.75% | 7425.45%-7407.7pp | 4249.56%-4231.8pp | 373.45%-355.7pp |
| Employer contribution / active EE | $1,527 | $1,398+9.2% | $1,053+45.0% | $4,753-67.9% |
| Participant deferral / active EE | $3,458 | $2,555+35.3% | $1,923+79.8% | $6,711-48.5% |
| Admin fee / account holder | $2,506 | $3,272-23.4% | $2,520-0.5% | $11,407-78.0% |