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 | $34,172 | $65,566-47.9% | $86,235-60.4% | $75,177-54.5% |
| Participation rate | 73.8% | 60.5%+13.3pp | 69.0%+4.9pp | 67.2%+6.6pp |
| Annual return | 17.45% | 46.07%-28.6pp | 1170.03%-1152.6pp | 160.75%-143.3pp |
| Employer contribution / active EE | $4,764 | $1,553+206.7% | $2,381+100.1% | $2,671+78.4% |
| Participant deferral / active EE | $2,002 | $3,023-33.8% | $3,987-49.8% | $4,126-51.5% |
| Admin fee / account holder | $912 | $5,470-83.3% | $6,856-86.7% | $5,651-83.9% |