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 | $58,231 | $65,440-11.0% | $98,506-40.9% | $85,851-32.2% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 16.29% | 21.75%-5.5pp | 1494.92%-1478.6pp | 318.63%-302.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,759 | $3,168+113.4% | $4,277+58.0% | $3,952+71.0% |
| Admin fee / account holder | $2,050 | $4,596-55.4% | $5,955-65.6% | $6,261-67.3% |