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 | $82,469 | $100,895-18.3% | $90,430-8.8% | $158,950-48.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.12% | 1725.54%-1714.4pp | 1293.73%-1282.6pp | 302.91%-291.8pp |
| Employer contribution / active EE | $2,245 | $3,689-39.1% | $3,262-31.2% | $4,762-52.9% |
| Participant deferral / active EE | $4,347 | $4,3470% | $3,963+9.7% | $5,983-27.3% |
| Admin fee / account holder | $33,076 | $6,505+408.5% | $5,613+489.2% | $11,248+194.1% |