Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,220 | $103,000-67.7% | $90,300-63.2% | $152,885-78.3% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.5%-4.2pp |
| Annual return | 26.18% | 95.19%-69.0pp | 78.11%-51.9pp | 345.39%-319.2pp |
| Employer contribution / active EE | $2,060 | $3,138-34.4% | $2,854-27.8% | $4,763-56.8% |
| Participant deferral / active EE | $2,444 | $4,281-42.9% | $3,884-37.1% | $5,851-58.2% |
| Admin fee / account holder | $4,713 | $6,173-23.7% | $5,353-12.0% | $11,598-59.4% |