Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,482 | $29,319+10.8% | $52,425-38.0% | $82,448-60.6% |
| Participation rate | 97.9% | 46.9%+51.1pp | 55.6%+42.3pp | 68.1%+29.8pp |
| Annual return | 21.42% | 535.20%-513.8pp | 302.12%-280.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,480 | $586+493.5% | $914+280.7% | $2,551+36.4% |
| Participant deferral / active EE | $3,132 | $1,171+167.4% | $1,790+75.0% | $4,139-24.3% |
| Admin fee / account holder | $1,277 | $1,962-34.9% | $2,495-48.8% | $7,234-82.3% |