Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,500 | $175,231-86.6% | $149,696-84.3% | $139,466-83.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 36.20% | 166.77%-130.6pp | 134.46%-98.3pp | 373.66%-337.5pp |
| Employer contribution / active EE | $2,435 | $5,478-55.5% | $4,821-49.5% | $4,754-48.8% |
| Participant deferral / active EE | $5,739 | $6,521-12.0% | $5,682+1.0% | $6,712-14.5% |
| Admin fee / account holder | $922 | $16,155-94.3% | $13,212-93.0% | $11,409-91.9% |