Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,751 | $106,008-62.5% | $92,240-56.9% | $147,586-73.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 13.76% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,134 | $4,333-27.7% | $3,680-14.8% | $4,876-35.7% |
| Participant deferral / active EE | $6,824 | $4,478+52.4% | $3,897+75.1% | $5,439+25.5% |
| Admin fee / account holder | $555 | $6,333-91.2% | $5,194-89.3% | $10,886-94.9% |