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 | $38,789 | $118,875-67.4% | $96,572-59.8% | $167,553-76.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.73% | 50.50%-37.8pp | 37.79%-25.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $2,747 | $3,121-12.0% | $2,357+16.5% | $4,840-43.2% |
| Participant deferral / active EE | $14,536 | $4,617+214.8% | $3,850+277.6% | $6,343+129.2% |
| Admin fee / account holder | $86,563 | $8,070+972.7% | $6,183+1300.0% | $12,316+602.8% |