Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,475 | $176,077-71.9% | $159,455-69.0% | $167,518-70.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 16.08% | 331.83%-315.8pp | 263.63%-247.6pp | 478.71%-462.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,052 | $7,751+42.6% | $7,353+50.3% | $6,342+74.3% |
| Admin fee / account holder | $4,576 | $12,556-63.6% | $10,800-57.6% | $12,312-62.8% |