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 | $49,883 | $57,330-13.0% | $86,656-42.4% | $75,177-33.6% |
| Participation rate | 93.2% | 63.2%+30.0pp | 71.7%+21.5pp | 67.2%+26.0pp |
| Annual return | 31.21% | 2675.40%-2644.2pp | 593.09%-561.9pp | 160.75%-129.5pp |
| Employer contribution / active EE | $2,514 | $2,316+8.5% | $3,025-16.9% | $2,671-5.9% |
| Participant deferral / active EE | $4,007 | $3,320+20.7% | $4,439-9.7% | $4,126-2.9% |
| Admin fee / account holder | $2,684 | $4,115-34.8% | $5,619-52.2% | $5,651-52.5% |