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 | $33,041 | $57,305-42.3% | $86,640-61.9% | $75,173-56.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 19.89% | 2674.24%-2654.3pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,648 | $2,316-28.8% | $3,024-45.5% | $2,671-38.3% |
| Participant deferral / active EE | $6,552 | $3,320+97.4% | $4,438+47.6% | $4,126+58.8% |
| Admin fee / account holder | $7,398 | $4,116+79.7% | $5,616+31.7% | $5,651+30.9% |