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 | $38,385 | $111,785-65.7% | $93,669-59.0% | $145,877-73.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 9.70% | 203.79%-194.1pp | 133.59%-123.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,688 | $3,096-13.2% | $2,424+10.9% | $4,663-42.4% |
| Participant deferral / active EE | $6,879 | $4,919+39.9% | $4,416+55.8% | $6,691+2.8% |
| Admin fee / account holder | $20,264 | $10,256+97.6% | $8,291+144.4% | $13,402+51.2% |