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 | $32,866 | $96,361-65.9% | $80,607-59.2% | $139,456-76.4% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 15.87% | 1350.95%-1335.1pp | 936.11%-920.2pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,215 | $3,262-62.8% | $2,724-55.4% | $4,753-74.4% |
| Participant deferral / active EE | $2,725 | $5,232-47.9% | $4,448-38.7% | $6,711-59.4% |
| Admin fee / account holder | $8,102 | $6,601+22.7% | $5,379+50.6% | $11,407-29.0% |