Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,780 | $58,726+1.8% | $142,898-58.2% | $85,847-30.4% |
| Participation rate | 98.7% | 58.5%+40.2pp | 72.0%+26.7pp | 69.3%+29.3pp |
| Annual return | 15.44% | 27.73%-12.3pp | 5639.64%-5624.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $3,079 | $1,424+116.3% | $4,146-25.7% | $2,565+20.0% |
| Participant deferral / active EE | $3,579 | $2,609+37.2% | $3,838-6.8% | $3,952-9.4% |
| Admin fee / account holder | $3,542 | $4,234-16.3% | $6,560-46.0% | $6,261-43.4% |