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 | $37,309 | $160,028-76.7% | $147,080-74.6% | $145,884-74.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.31% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,209 | $5,286-58.2% | $4,933-55.2% | $4,662-52.6% |
| Participant deferral / active EE | $5,152 | $8,422-38.8% | $8,066-36.1% | $6,690-23.0% |
| Admin fee / account holder | $9,662 | $15,030-35.7% | $12,989-25.6% | $13,392-27.8% |