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 | $47,099 | $80,812-41.7% | $160,784-70.7% | $82,448-42.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 77.0%+19.9pp | 68.1%+28.8pp |
| Annual return | 30.35% | 100.59%-70.2pp | 1803.92%-1773.6pp | 41.64%-11.3pp |
| Employer contribution / active EE | $1,714 | $2,174-21.2% | $3,733-54.1% | $2,551-32.8% |
| Participant deferral / active EE | $2,249 | $4,335-48.1% | $6,293-64.3% | $4,139-45.7% |
| Admin fee / account holder | $1,735 | $7,695-77.4% | $9,717-82.1% | $7,234-76.0% |