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 | $36,558 | $91,536-60.1% | $130,062-71.9% | $75,177-51.4% |
| Participation rate | 73.6% | 71.5%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 116.58% | -631.62%+748.2pp | -137.37%+253.9pp | 160.75%-44.2pp |
| Employer contribution / active EE | $3,762 | $2,845+32.2% | $4,322-13.0% | $2,671+40.8% |
| Participant deferral / active EE | $6,350 | $4,343+46.2% | $5,821+9.1% | $4,126+53.9% |
| Admin fee / account holder | $6,135 | $6,780-9.5% | $10,601-42.1% | $5,651+8.6% |