Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,658 | $65,575-45.6% | $86,209-58.6% | $75,181-52.6% |
| Participation rate | 94.3% | 60.5%+33.8pp | 69.0%+25.3pp | 67.2%+27.1pp |
| Annual return | 15.61% | 46.07%-30.5pp | 1169.05%-1153.4pp | 160.69%-145.1pp |
| Employer contribution / active EE | $4,312 | $1,553+177.6% | $2,381+81.1% | $2,671+61.5% |
| Participant deferral / active EE | $5,532 | $3,023+83.0% | $3,986+38.8% | $4,126+34.1% |
| Admin fee / account holder | $958 | $5,470-82.5% | $6,853-86.0% | $5,650-83.0% |