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 | $51,634 | $112,131-54.0% | $95,964-46.2% | $158,982-67.5% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 12.46% | 171.19%-158.7pp | 91.64%-79.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,335 | $4,784-51.2% | $4,167-44.0% | $5,983-61.0% |
| Admin fee / account holder | $1,086 | $10,136-89.3% | $6,797-84.0% | $11,252-90.3% |