Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,298 | $102,382-62.6% | $147,005-73.9% | $80,874-52.6% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 37.95% | 134.89%-96.9pp | 418.76%-380.8pp | 35.62%+2.3pp |
| Employer contribution / active EE | $3,566 | $3,715-4.0% | $4,934-27.7% | $2,756+29.4% |
| Participant deferral / active EE | $7,432 | $6,646+11.8% | $8,070-7.9% | $4,297+73.0% |
| Admin fee / account holder | $2,957 | $7,942-62.8% | $13,006-77.3% | $6,935-57.4% |