Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,201 | $111,878-76.6% | $93,727-72.0% | $145,897-82.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 11.25% | 204.28%-193.0pp | 133.83%-122.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,433 | $3,092-21.3% | $2,421+0.5% | $4,663-47.8% |
| Participant deferral / active EE | $3,540 | $4,920-28.1% | $4,417-19.9% | $6,689-47.1% |
| Admin fee / account holder | $4,560 | $10,256-55.5% | $8,292-45.0% | $13,390-65.9% |