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 | $29,855 | $160,040-81.3% | $147,096-79.7% | $145,877-79.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 12.68% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,017 | $5,289-61.9% | $4,936-59.1% | $4,663-56.8% |
| Participant deferral / active EE | $6,132 | $8,429-27.3% | $8,071-24.0% | $6,691-8.3% |
| Admin fee / account holder | $7,947 | $15,050-47.2% | $13,005-38.9% | $13,402-40.7% |