Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,404 | $57,312-52.2% | $86,617-68.4% | $75,181-63.5% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 28.38% | 2672.78%-2644.4pp | 591.91%-563.5pp | 160.69%-132.3pp |
| Employer contribution / active EE | $2,043 | $2,315-11.8% | $3,023-32.4% | $2,671-23.5% |
| Participant deferral / active EE | $4,935 | $3,319+48.7% | $4,437+11.2% | $4,126+19.6% |
| Admin fee / account holder | $1,965 | $4,114-52.2% | $5,613-65.0% | $5,650-65.2% |