Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,728 | $65,575-47.0% | $86,209-59.7% | $75,181-53.8% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 13.27% | 46.07%-32.8pp | 1169.05%-1155.8pp | 160.69%-147.4pp |
| Employer contribution / active EE | $1,729 | $1,553+11.3% | $2,381-27.4% | $2,671-35.2% |
| Participant deferral / active EE | $5,921 | $3,023+95.8% | $3,986+48.5% | $4,126+43.5% |
| Admin fee / account holder | $9,228 | $5,470+68.7% | $6,853+34.7% | $5,650+63.3% |