Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,569 | $99,921-84.4% | $85,009-81.7% | $145,959-89.3% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 34.52% | 83.89%-49.4pp | 66.47%-31.9pp | 561.95%-527.4pp |
| Employer contribution / active EE | $7,001 | $3,233+116.6% | $2,728+156.6% | $4,661+50.2% |
| Participant deferral / active EE | $7,179 | $5,293+35.6% | $4,522+58.8% | $6,689+7.3% |
| Admin fee / account holder | $1,667 | $7,252-77.0% | $6,153-72.9% | $13,398-87.6% |