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 | $68,707 | $115,796-40.7% | $101,264-32.2% | $158,950-56.8% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 16.42% | 56.15%-39.7pp | 46.48%-30.1pp | 302.91%-286.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,835 | $4,958-63.0% | $4,370-58.0% | $5,983-69.3% |
| Admin fee / account holder | $1,978 | $7,247-72.7% | $5,947-66.7% | $11,248-82.4% |