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 | $50,251 | $100,911-50.2% | $90,440-44.4% | $158,966-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.64% | 1726.62%-1713.0pp | 1294.38%-1280.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $3,268 | $3,690-11.4% | $3,263+0.2% | $4,762-31.4% |
| Participant deferral / active EE | $3,687 | $4,348-15.2% | $3,964-7.0% | $5,983-38.4% |
| Admin fee / account holder | $4,735 | $6,507-27.2% | $5,615-15.7% | $11,250-57.9% |