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 | $28,379 | $55,470-48.8% | $155,556-81.8% | $74,478-61.9% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 13.11% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,294 | $2,267-42.9% | $4,675-72.3% | $2,626-50.7% |
| Participant deferral / active EE | $2,692 | $2,838-5.1% | $5,631-52.2% | $4,350-38.1% |
| Admin fee / account holder | $3,408 | $1,744+95.4% | $15,885-78.5% | $1,946+75.1% |