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 | $47,486 | $73,518-35.4% | $63,003-24.6% | $147,585-67.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 16.07% | 175.46%-159.4pp | 87.59%-71.5pp | 578.57%-562.5pp |
| Employer contribution / active EE | $1,624 | $3,322-51.1% | $2,760-41.2% | $4,876-66.7% |
| Participant deferral / active EE | $2,710 | $4,183-35.2% | $3,329-18.6% | $5,439-50.2% |
| Admin fee / account holder | $4,150 | $5,952-30.3% | $3,600+15.3% | $10,885-61.9% |