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 | $48,271 | $70,587-31.6% | $124,693-61.3% | $85,847-43.8% |
| Participation rate | 87.8% | 64.4%+23.4pp | 74.6%+13.2pp | 69.3%+18.5pp |
| Annual return | 12.66% | 20688.83%-20676.2pp | 5144.19%-5131.5pp | 318.61%-305.9pp |
| Employer contribution / active EE | $2,149 | $1,913+12.3% | $3,324-35.4% | $2,565-16.2% |
| Participant deferral / active EE | $2,907 | $2,969-2.1% | $4,615-37.0% | $3,952-26.4% |
| Admin fee / account holder | $6,742 | $5,282+27.6% | $7,494-10.0% | $6,261+7.7% |