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 | $44,200 | $72,465-39.0% | $67,575-34.6% | $145,884-69.7% |
| Participation rate | 78.3% | 76.9%+1.4pp | 72.9%+5.3pp | 80.3%-2.0pp |
| Annual return | 15.80% | 7222.56%-7206.8pp | 3528.98%-3513.2pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,368 | $4,786-71.4% | $4,003-65.8% | $6,690-79.6% |
| Admin fee / account holder | $1,997 | $5,515-63.8% | $3,993-50.0% | $13,392-85.1% |