Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,534 | $102,422-55.5% | $147,117-69.0% | $80,959-43.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 17.81% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,861 | $6,652+63.3% | $8,065+34.7% | $4,300+152.6% |
| Admin fee / account holder | $4,877 | $7,953-38.7% | $12,993-62.5% | $6,925-29.6% |