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 | $38,812 | $80,812-52.0% | $160,784-75.9% | $82,448-52.9% |
| Participation rate | 70.8% | 66.2%+4.6pp | 77.0%-6.1pp | 68.1%+2.8pp |
| Annual return | 15.92% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,071 | $2,174-50.7% | $3,733-71.3% | $2,551-58.0% |
| Participant deferral / active EE | $6,391 | $4,335+47.4% | $6,293+1.6% | $4,139+54.4% |
| Admin fee / account holder | $1,038 | $7,695-86.5% | $9,717-89.3% | $7,234-85.7% |