Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,527 | $102,385-63.3% | $147,080-74.5% | $80,935-53.6% |
| Participation rate | 77.6% | 75.9%+1.7pp | 82.2%-4.6pp | 67.7%+9.9pp |
| Annual return | 20.77% | 135.09%-114.3pp | 420.17%-399.4pp | 35.66%-14.9pp |
| Employer contribution / active EE | $3,635 | $3,717-2.2% | $4,933-26.3% | $2,757+31.9% |
| Participant deferral / active EE | $3,769 | $6,651-43.3% | $8,066-53.3% | $4,299-12.3% |
| Admin fee / account holder | $5,407 | $7,951-32.0% | $12,989-58.4% | $6,924-21.9% |