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 | $57,911 | $102,595-43.6% | $94,057-38.4% | $154,746-62.6% |
| Participation rate | 84.2% | 76.0%+8.2pp | 73.3%+10.9pp | 80.7%+3.5pp |
| Annual return | 13.39% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,327 | $3,147-57.8% | $2,933-54.7% | $4,379-69.7% |
| Participant deferral / active EE | $2,830 | $5,118-44.7% | $4,709-39.9% | $6,730-58.0% |
| Admin fee / account holder | $7,065 | $7,736-8.7% | $7,244-2.5% | $14,365-50.8% |