Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,081 | $110,093-55.4% | $97,295-49.6% | $145,897-66.4% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 9.99% | 244.76%-234.8pp | 75.62%-65.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,512 | $3,077-18.4% | $2,723-7.7% | $4,663-46.1% |
| Participant deferral / active EE | $4,552 | $4,678-2.7% | $4,264+6.8% | $6,689-32.0% |
| Admin fee / account holder | $20,307 | $6,212+226.9% | $5,646+259.6% | $13,390+51.7% |