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 | $27,437 | $73,546-62.7% | $63,018-56.5% | $147,586-81.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 13.66% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,241 | $3,324-32.6% | $2,761-18.8% | $4,876-54.1% |
| Participant deferral / active EE | $3,698 | $4,185-11.6% | $3,330+11.1% | $5,439-32.0% |
| Admin fee / account holder | $8,383 | $5,956+40.8% | $3,601+132.8% | $10,886-23.0% |