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 | $28,031 | $102,385-72.6% | $147,080-80.9% | $80,935-65.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 15.79% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,971 | $3,717+6.8% | $4,933-19.5% | $2,757+44.0% |
| Participant deferral / active EE | $6,864 | $6,651+3.2% | $8,066-14.9% | $4,299+59.6% |
| Admin fee / account holder | $4,737 | $7,951-40.4% | $12,989-63.5% | $6,924-31.6% |