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 | $44,613 | $60,139-25.8% | $90,461-50.7% | $79,856-44.1% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.5pp |
| Annual return | 14.08% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $7,815 | $2,069+277.7% | $3,264+139.4% | $2,471+216.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,560 | $3,978-60.8% | $5,617-72.2% | $5,306-70.6% |