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 | $48,541 | $150,446-67.7% | $136,297-64.4% | $147,585-67.1% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 17.72% | 1049.14%-1031.4pp | 5156.19%-5138.5pp | 578.58%-560.9pp |
| Employer contribution / active EE | $1,563 | $5,256-70.3% | $4,696-66.7% | $4,876-68.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,926 | $10,906-27.3% | $9,244-14.3% | $10,886-27.2% |