Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,479 | $100,139-64.6% | $85,187-58.4% | $145,884-75.7% |
| Participation rate | 76.5% | 74.1%+2.4pp | 67.5%+8.9pp | 80.3%-3.8pp |
| Annual return | 10.87% | 84.15%-73.3pp | 66.67%-55.8pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,686 | $3,238+13.8% | $2,732+34.9% | $4,662-20.9% |
| Participant deferral / active EE | $5,112 | $5,296-3.5% | $4,525+13.0% | $6,690-23.6% |
| Admin fee / account holder | $1,451 | $7,262-80.0% | $6,162-76.5% | $13,392-89.2% |