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 | $33,339 | $111,785-70.2% | $93,669-64.4% | $145,877-77.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.10% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,265 | $3,096+5.5% | $2,424+34.7% | $4,663-30.0% |
| Participant deferral / active EE | $7,179 | $4,919+46.0% | $4,416+62.6% | $6,691+7.3% |
| Admin fee / account holder | $19,771 | $10,256+92.8% | $8,291+138.5% | $13,402+47.5% |