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 | $36,902 | $96,678-61.8% | $86,640-57.4% | $139,466-73.5% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 15.90% | 106.69%-90.8pp | 592.52%-576.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,145 | $3,265-65.0% | $3,024-62.2% | $4,754-75.9% |
| Participant deferral / active EE | $4,845 | $4,837+0.2% | $4,438+9.2% | $6,712-27.8% |
| Admin fee / account holder | $1,218 | $6,410-81.0% | $5,616-78.3% | $11,409-89.3% |