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 | $54,521 | $106,005-48.6% | $92,239-40.9% | $147,585-63.1% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 12.26% | 50.05%-37.8pp | 176.29%-164.0pp | 578.58%-566.3pp |
| Employer contribution / active EE | $1,815 | $4,333-58.1% | $3,680-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $3,607 | $4,478-19.4% | $3,897-7.4% | $5,439-33.7% |
| Admin fee / account holder | $17,509 | $6,333+176.5% | $5,194+237.1% | $10,886+60.8% |