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 | $31,420 | $100,203-68.6% | $85,240-63.1% | $145,897-78.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.72% | 84.28%-73.6pp | 66.75%-56.0pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,995 | $3,242-38.5% | $2,735-27.1% | $4,663-57.2% |
| Participant deferral / active EE | $8,547 | $5,299+61.3% | $4,527+88.8% | $6,689+27.8% |
| Admin fee / account holder | $2,604 | $7,265-64.2% | $6,165-57.8% | $13,390-80.6% |