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 | $32,408 | $73,546-55.9% | $63,018-48.6% | $147,586-78.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 16.42% | 175.56%-159.1pp | 87.62%-71.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $3,406 | $3,324+2.5% | $2,761+23.4% | $4,876-30.2% |
| Participant deferral / active EE | $5,399 | $4,185+29.0% | $3,330+62.2% | $5,439-0.7% |
| Admin fee / account holder | $9,271 | $5,956+55.7% | $3,601+157.5% | $10,886-14.8% |