Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,866 | $60,139-10.4% | $90,461-40.5% | $79,856-32.5% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.1pp |
| Annual return | 14.63% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $644 | $2,069-68.9% | $3,264-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $1,508 | $2,939-48.7% | $3,964-62.0% | $3,741-59.7% |
| Admin fee / account holder | $2,515 | $3,978-36.8% | $5,617-55.2% | $5,306-52.6% |