Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,956 | $102,393-69.8% | $147,041-78.9% | $80,911-61.7% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 17.01% | 134.95%-117.9pp | 419.21%-402.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $4,905 | $3,715+32.0% | $4,935-0.6% | $2,756+78.0% |
| Participant deferral / active EE | $8,166 | $6,647+22.9% | $8,071+1.2% | $4,297+90.0% |
| Admin fee / account holder | $971 | $7,943-87.8% | $13,006-92.5% | $6,935-86.0% |