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 | $53,781 | $45,152+19.1% | $73,836-27.2% | $59,633-9.8% |
| Participation rate | 71.1% | 64.0%+7.0pp | 73.4%-2.4pp | 68.7%+2.4pp |
| Annual return | -0.99% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,793 | $1,901-5.7% | $2,787-35.7% | $2,203-18.6% |
| Participant deferral / active EE | $4,125 | $2,573+60.3% | $3,583+15.1% | $3,192+29.2% |
| Admin fee / account holder | $3,389 | $3,515-3.6% | $4,882-30.6% | $4,297-21.1% |