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 | $72,299 | $85,766-15.7% | $136,298-47.0% | $70,126+3.1% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 16.92% | 31.46%-14.5pp | 5156.27%-5139.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,914 | $5,051+17.1% | $6,247-5.3% | $3,332+77.5% |
| Admin fee / account holder | $1,091 | $5,421-79.9% | $9,244-88.2% | $4,645-76.5% |