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 | $30,441 | $75,962-59.9% | $154,111-80.2% | $64,173-52.6% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.0pp |
| Annual return | 6.08% | 30.32%-24.2pp | 735.18%-729.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $3,301 | $3,350-1.5% | $5,298-37.7% | $2,381+38.6% |
| Participant deferral / active EE | $2,020 | $3,175-36.4% | $5,081-60.2% | $3,470-41.8% |
| Admin fee / account holder | $403 | $5,589-92.8% | $13,411-97.0% | $4,887-91.8% |