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 | $54,230 | $102,663-47.2% | $86,216-37.1% | $139,466-61.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 14.17% | 1924.52%-1910.3pp | 1169.42%-1155.2pp | 373.66%-359.5pp |
| Employer contribution / active EE | $543 | $3,035-82.1% | $2,382-77.2% | $4,754-88.6% |
| Participant deferral / active EE | $2,611 | $4,677-44.2% | $3,986-34.5% | $6,712-61.1% |
| Admin fee / account holder | $12,065 | $8,663+39.3% | $6,853+76.0% | $11,409+5.8% |