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 | $29,376 | $154,193-80.9% | $130,045-77.4% | $139,466-78.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 9.87% | 32.51%-22.6pp | -137.30%+147.2pp | 373.66%-363.8pp |
| Employer contribution / active EE | $1,407 | $5,292-73.4% | $4,321-67.4% | $4,754-70.4% |
| Participant deferral / active EE | $2,770 | $6,709-58.7% | $5,820-52.4% | $6,712-58.7% |
| Admin fee / account holder | $40,662 | $13,989+190.7% | $10,600+283.6% | $11,409+256.4% |