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 | $41,128 | $109,863-62.6% | $98,477-58.2% | $167,518-75.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 18.51% | 1958.09%-1939.6pp | 1493.59%-1475.1pp | 478.71%-460.2pp |
| Employer contribution / active EE | $1,902 | $3,225-41.0% | $2,961-35.8% | $4,838-60.7% |
| Participant deferral / active EE | $1,902 | $4,673-59.3% | $4,276-55.5% | $6,342-70.0% |
| Admin fee / account holder | $7,125 | $6,755+5.5% | $5,951+19.7% | $12,312-42.1% |