Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,016 | $102,429-70.7% | $147,096-79.6% | $80,925-62.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 28.70% | 135.02%-106.3pp | 419.75%-391.0pp | 35.65%-6.9pp |
| Employer contribution / active EE | $3,179 | $3,716-14.5% | $4,936-35.6% | $2,756+15.3% |
| Participant deferral / active EE | $7,136 | $6,649+7.3% | $8,071-11.6% | $4,299+66.0% |
| Admin fee / account holder | $2,165 | $7,957-72.8% | $13,005-83.4% | $6,940-68.8% |