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 | $45,037 | $45,566-1.2% | $64,105-29.7% | $59,633-24.5% |
| Participation rate | 77.2% | 60.2%+17.0pp | 68.2%+9.0pp | 68.7%+8.5pp |
| Annual return | 11.55% | 4.95%+6.6pp | 791.24%-779.7pp | 2041.45%-2029.9pp |
| Employer contribution / active EE | $2,130 | $934+128.0% | $1,820+17.0% | $2,203-3.3% |
| Participant deferral / active EE | $4,286 | $2,057+108.4% | $2,822+51.9% | $3,192+34.3% |
| Admin fee / account holder | $12,039 | $3,268+268.5% | $4,499+167.6% | $4,297+180.2% |