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 | $64,413 | $165,912-61.2% | $122,342-47.3% | $147,585-56.4% |
| Participation rate | 70.6% | 79.6%-9.0pp | 71.6%-1.1pp | 82.8%-12.2pp |
| Annual return | 16.91% | 34.55%-17.6pp | 30.28%-13.4pp | 578.57%-561.7pp |
| Employer contribution / active EE | $1,043 | $5,754-81.9% | $4,051-74.3% | $4,876-78.6% |
| Participant deferral / active EE | $1,945 | $4,005-51.4% | $3,287-40.8% | $5,439-64.2% |
| Admin fee / account holder | $48,596 | $7,424+554.6% | $5,478+787.0% | $10,885+346.4% |