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 | $31,180 | $100,895-69.1% | $90,430-65.5% | $158,950-80.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 13.81% | 1725.54%-1711.7pp | 1293.73%-1279.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $1,097 | $3,689-70.3% | $3,262-66.4% | $4,762-77.0% |
| Participant deferral / active EE | $5,953 | $4,347+36.9% | $3,963+50.2% | $5,983-0.5% |
| Admin fee / account holder | $9,543 | $6,505+46.7% | $5,613+70.0% | $11,248-15.2% |