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 | $46,849 | $111,830-58.1% | $93,696-50.0% | $145,884-67.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 8.33% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $3,569 | $3,093+15.4% | $2,422+47.4% | $4,662-23.5% |
| Participant deferral / active EE | $9,669 | $4,920+96.5% | $4,417+118.9% | $6,690+44.5% |
| Admin fee / account holder | $15,436 | $10,249+50.6% | $8,287+86.3% | $13,392+15.3% |