Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,639 | $58,258-44.0% | $81,820-60.1% | $80,925-59.7% |
| Participation rate | 71.9% | 63.5%+8.4pp | 72.4%-0.5pp | 67.7%+4.2pp |
| Annual return | 14.36% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,923 | $2,345+24.6% | $2,915+0.3% | $2,756+6.0% |
| Participant deferral / active EE | $5,075 | $3,284+54.5% | $4,323+17.4% | $4,299+18.1% |
| Admin fee / account holder | $11,045 | $4,976+122.0% | $7,391+49.5% | $6,940+59.2% |