Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,974 | $58,258-43.4% | $81,820-59.7% | $80,925-59.3% |
| Participation rate | 70.6% | 63.5%+7.1pp | 72.4%-1.8pp | 67.7%+2.9pp |
| Annual return | 14.67% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,683 | $2,345+14.4% | $2,915-8.0% | $2,756-2.7% |
| Participant deferral / active EE | $6,901 | $3,284+110.2% | $4,323+59.6% | $4,299+60.5% |
| Admin fee / account holder | $3,364 | $4,976-32.4% | $7,391-54.5% | $6,940-51.5% |