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 | $29,094 | $102,429-71.6% | $147,096-80.2% | $80,925-64.0% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 22.61% | 135.02%-112.4pp | 419.75%-397.1pp | 35.65%-13.0pp |
| Employer contribution / active EE | $1,959 | $3,716-47.3% | $4,936-60.3% | $2,756-28.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,242 | $7,957-84.4% | $13,005-90.4% | $6,940-82.1% |