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 | $36,471 | $108,695-66.4% | $74,722-51.2% | $152,897-76.1% |
| Participation rate | 94.4% | 65.4%+29.1pp | 54.5%+40.0pp | 82.5%+12.0pp |
| Annual return | 18.72% | 114.11%-95.4pp | 753.11%-734.4pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,805 | $1,504+20.0% | $1,084+66.5% | $4,764-62.1% |
| Participant deferral / active EE | $3,843 | $2,712+41.7% | $1,963+95.8% | $5,851-34.3% |
| Admin fee / account holder | $21,036 | $4,906+328.8% | $3,335+530.8% | $11,599+81.4% |