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 | $34,417 | $111,785-69.2% | $93,669-63.3% | $145,877-76.4% |
| Participation rate | 78.6% | 74.2%+4.3pp | 68.7%+9.8pp | 80.3%-1.7pp |
| Annual return | 11.16% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,670 | $4,919-66.1% | $4,416-62.2% | $6,691-75.0% |
| Admin fee / account holder | $1,103 | $10,256-89.2% | $8,291-86.7% | $13,402-91.8% |