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 | $34,916 | $70,366-50.4% | $66,674-47.6% | $138,895-74.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 23.08% | 386.41%-363.3pp | 321.24%-298.2pp | 145.39%-122.3pp |
| Employer contribution / active EE | $2,197 | $2,765-20.5% | $2,620-16.2% | $4,194-47.6% |
| Participant deferral / active EE | $13,170 | $4,374+201.1% | $4,084+222.5% | $6,396+105.9% |
| Admin fee / account holder | $396 | $5,262-92.5% | $5,098-92.2% | $12,562-96.8% |