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 | $81,283 | $111,785-27.3% | $93,669-13.2% | $145,877-44.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 42.75% | 203.79%-161.0pp | 133.59%-90.8pp | 551.28%-508.5pp |
| Employer contribution / active EE | $1,949 | $3,096-37.1% | $2,424-19.6% | $4,663-58.2% |
| Participant deferral / active EE | $7,840 | $4,919+59.4% | $4,416+77.5% | $6,691+17.2% |
| Admin fee / account holder | $4,132 | $10,256-59.7% | $8,291-50.2% | $13,402-69.2% |