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 | $57,699 | $65,555-12.0% | $86,216-33.1% | $75,173-23.2% |
| Participation rate | 84.8% | 60.5%+24.4pp | 69.0%+15.9pp | 67.2%+17.6pp |
| Annual return | 13.56% | 46.07%-32.5pp | 1169.42%-1155.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,226 | $1,553-21.1% | $2,382-48.5% | $2,671-54.1% |
| Participant deferral / active EE | $3,683 | $3,023+21.8% | $3,986-7.6% | $4,126-10.7% |
| Admin fee / account holder | $15,614 | $5,469+185.5% | $6,853+127.8% | $5,651+176.3% |