Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,955 | $102,422-68.8% | $147,117-78.3% | $80,959-60.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 18.08% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $4,473 | $3,717+20.3% | $4,932-9.3% | $2,757+62.2% |
| Participant deferral / active EE | $9,554 | $6,652+43.6% | $8,065+18.5% | $4,300+122.2% |
| Admin fee / account holder | $4,852 | $7,953-39.0% | $12,993-62.7% | $6,925-29.9% |