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 | $54,330 | $75,832-28.4% | $147,617-63.2% | $59,633-8.9% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | 1.83% | 0.37%+1.5pp | 61.98%-60.2pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $1,662 | $3,485-52.3% | $5,564-70.1% | $2,203-24.6% |
| Participant deferral / active EE | $2,923 | $3,131-6.6% | $4,895-40.3% | $3,192-8.4% |
| Admin fee / account holder | $2,050 | $5,986-65.7% | $11,612-82.3% | $4,297-52.3% |