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 | $46,150 | $84,741-45.5% | $75,731-39.1% | $167,553-72.5% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.8%-2.6pp | 82.1%-9.9pp |
| Annual return | 9.50% | 199.72%-190.2pp | 104.65%-95.1pp | 478.89%-469.4pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,330 | $4,577-70.9% | $3,820-65.2% | $6,343-79.0% |
| Admin fee / account holder | $5,689 | $5,361+6.1% | $3,620+57.2% | $12,316-53.8% |