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 | $64,426 | $91,537-29.6% | $130,045-50.5% | $75,173-14.3% |
| Participation rate | 91.1% | 71.5%+19.7pp | 78.5%+12.6pp | 67.2%+23.9pp |
| Annual return | 13.37% | -631.55%+644.9pp | -137.30%+150.7pp | 160.72%-147.4pp |
| Employer contribution / active EE | $3,521 | $2,845+23.8% | $4,321-18.5% | $2,671+31.8% |
| Participant deferral / active EE | $3,980 | $4,343-8.3% | $5,820-31.6% | $4,126-3.5% |
| Admin fee / account holder | $4,353 | $6,780-35.8% | $10,600-58.9% | $5,651-23.0% |