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 | $42,163 | $72,396-41.8% | $67,511-37.5% | $145,959-71.1% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 14.96% | 7194.07%-7179.1pp | 3517.41%-3502.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,375 | $4,781-29.4% | $4,000-15.6% | $6,689-49.5% |
| Admin fee / account holder | $5,291 | $5,538-4.5% | $3,999+32.3% | $13,398-60.5% |