Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,925 | $100,139-64.1% | $85,187-57.8% | $145,884-75.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 33.19% | 84.15%-51.0pp | 66.67%-33.5pp | 551.85%-518.7pp |
| Employer contribution / active EE | $596 | $3,238-81.6% | $2,732-78.2% | $4,662-87.2% |
| Participant deferral / active EE | $9,728 | $5,296+83.7% | $4,525+115.0% | $6,690+45.4% |
| Admin fee / account holder | $7,387 | $7,262+1.7% | $6,162+19.9% | $13,392-44.8% |