Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,593 | $72,071-56.2% | $68,368-53.8% | $137,256-77.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 14.04% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,685 | $2,788+68.0% | $2,649+76.9% | $4,156+12.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,781 | $5,336+64.6% | $5,150+70.5% | $12,270-28.4% |