Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,215 | $102,382-56.8% | $147,005-69.9% | $80,874-45.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 14.00% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,739 | $3,715-26.3% | $4,934-44.5% | $2,756-0.6% |
| Participant deferral / active EE | $6,545 | $6,646-1.5% | $8,070-18.9% | $4,297+52.3% |
| Admin fee / account holder | $854 | $7,942-89.3% | $13,006-93.4% | $6,935-87.7% |