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 | $74,873 | $85,766-12.7% | $136,298-45.1% | $70,126+6.8% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 17.57% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,819 | $5,051-4.6% | $6,247-22.9% | $3,332+44.6% |
| Admin fee / account holder | $7,088 | $5,421+30.8% | $9,244-23.3% | $4,645+52.6% |