Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,510 | $102,393-74.1% | $147,041-82.0% | $80,911-67.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 15.00% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $3,165 | $3,715-14.8% | $4,935-35.9% | $2,756+14.9% |
| Participant deferral / active EE | $3,889 | $6,647-41.5% | $8,071-51.8% | $4,297-9.5% |
| Admin fee / account holder | $856 | $7,943-89.2% | $13,006-93.4% | $6,935-87.7% |