Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,868 | $114,130-69.4% | $96,192-63.8% | $167,553-79.2% |
| Participation rate | 73.9% | 75.1%-1.2pp | 68.4%+5.5pp | 82.1%-8.2pp |
| Annual return | 14.23% | 190.07%-175.8pp | 192.09%-177.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $4,074 | $3,431+18.7% | $2,799+45.5% | $4,840-15.8% |
| Participant deferral / active EE | $3,013 | $5,198-42.0% | $4,351-30.7% | $6,343-52.5% |
| Admin fee / account holder | $1,379 | $6,901-80.0% | $5,539-75.1% | $12,316-88.8% |