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 | $33,492 | $110,551-69.7% | $80,741-58.5% | $167,536-80.0% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 22.92% | 120.57%-97.6pp | 87.30%-64.4pp | 478.82%-455.9pp |
| Employer contribution / active EE | $1,954 | $1,543+26.6% | $1,160+68.4% | $4,839-59.6% |
| Participant deferral / active EE | $3,729 | $2,870+29.9% | $2,145+73.8% | $6,342-41.2% |
| Admin fee / account holder | $304 | $4,547-93.3% | $3,380-91.0% | $12,315-97.5% |