Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,137 | $73,546-35.9% | $63,018-25.2% | $147,586-68.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 11.62% | 175.56%-163.9pp | 87.62%-76.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,577 | $4,185-14.5% | $3,330+7.4% | $5,439-34.2% |
| Admin fee / account holder | $1,004 | $5,956-83.1% | $3,601-72.1% | $10,886-90.8% |