Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,726 | $84,708-44.8% | $75,714-38.3% | $167,536-72.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 32.37% | 199.62%-167.3pp | 104.62%-72.3pp | 478.82%-446.4pp |
| Employer contribution / active EE | $3,868 | $3,231+19.7% | $2,744+41.0% | $4,839-20.1% |
| Participant deferral / active EE | $11,576 | $4,577+152.9% | $3,820+203.0% | $6,342+82.5% |
| Admin fee / account holder | $11,450 | $5,358+113.7% | $3,619+216.4% | $12,315-7.0% |