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 | $23,606 | $58,258-59.5% | $81,820-71.1% | $80,925-70.8% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 15.39% | 41.76%-26.4pp | 777.93%-762.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,691 | $2,345-27.9% | $2,915-42.0% | $2,756-38.6% |
| Participant deferral / active EE | $1,679 | $3,284-48.9% | $4,323-61.2% | $4,299-60.9% |
| Admin fee / account holder | $2,394 | $4,976-51.9% | $7,391-67.6% | $6,940-65.5% |