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 | $54,029 | $150,435-64.1% | $120,580-55.2% | $145,897-63.0% |
| Participation rate | 88.9% | 78.8%+10.1pp | 72.0%+16.9pp | 80.3%+8.6pp |
| Annual return | 14.74% | 154.60%-139.9pp | 107.48%-92.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,136 | $4,352-28.0% | $3,469-9.6% | $4,663-32.7% |
| Participant deferral / active EE | $3,236 | $6,174-47.6% | $4,995-35.2% | $6,689-51.6% |
| Admin fee / account holder | $9,332 | $12,182-23.4% | $9,418-0.9% | $13,390-30.3% |