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 | $36,216 | $102,422-64.6% | $147,117-75.4% | $80,959-55.3% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 14.84% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,949 | $3,717-20.7% | $4,932-40.2% | $2,757+6.9% |
| Participant deferral / active EE | $6,340 | $6,652-4.7% | $8,065-21.4% | $4,300+47.4% |
| Admin fee / account holder | $1,684 | $7,953-78.8% | $12,993-87.0% | $6,925-75.7% |