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 | $74,083 | $100,203-26.1% | $85,240-13.1% | $145,897-49.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.67% | 84.28%-67.6pp | 66.75%-50.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,737 | $3,242-46.4% | $2,735-36.5% | $4,663-62.8% |
| Participant deferral / active EE | $3,434 | $5,299-35.2% | $4,527-24.1% | $6,689-48.7% |
| Admin fee / account holder | $80,336 | $7,265+1005.8% | $6,165+1203.1% | $13,390+500.0% |