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 | $29,419 | $112,933-73.9% | $90,970-67.7% | $158,982-81.5% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.1pp |
| Annual return | 19.50% | 215.82%-196.3pp | 134.60%-115.1pp | 302.99%-283.5pp |
| Employer contribution / active EE | $3,280 | $2,893+13.3% | $2,122+54.6% | $4,763-31.1% |
| Participant deferral / active EE | $5,265 | $4,128+27.6% | $3,373+56.1% | $5,983-12.0% |
| Admin fee / account holder | $2,252 | $8,047-72.0% | $5,961-62.2% | $11,252-80.0% |