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 | $36,525 | $88,815-58.9% | $81,882-55.4% | $145,897-75.0% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 16.04% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,623 | $3,086-47.4% | $2,916-44.4% | $4,663-65.2% |
| Participant deferral / active EE | $4,687 | $4,647+0.9% | $4,323+8.4% | $6,689-29.9% |
| Admin fee / account holder | $3,338 | $8,434-60.4% | $7,360-54.7% | $13,390-75.1% |