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 | $43,549 | $60,139-27.6% | $90,461-51.9% | $79,856-45.5% |
| Participation rate | 76.7% | 65.0%+11.7pp | 72.7%+4.0pp | 69.6%+7.0pp |
| Annual return | 15.73% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $647 | $2,069-68.7% | $3,264-80.2% | $2,471-73.8% |
| Participant deferral / active EE | $5,175 | $2,939+76.1% | $3,964+30.5% | $3,741+38.3% |
| Admin fee / account holder | $2,517 | $3,978-36.7% | $5,617-55.2% | $5,306-52.6% |