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 | $44,291 | $49,177-9.9% | $79,467-44.3% | $64,173-31.0% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.6%+21.2pp |
| Annual return | 14.05% | -1.16%+15.2pp | 718.30%-704.3pp | 7.63%+6.4pp |
| Employer contribution / active EE | $2,716 | $2,076+30.8% | $2,800-3.0% | $2,381+14.1% |
| Participant deferral / active EE | $4,367 | $2,821+54.8% | $3,704+17.9% | $3,470+25.9% |
| Admin fee / account holder | $2,598 | $3,839-32.3% | $5,104-49.1% | $4,887-46.9% |