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 | $56,435 | $55,470+1.7% | $155,556-63.7% | $74,478-24.2% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.87% | 269.80%-256.9pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,043 | $2,267-9.9% | $4,675-56.3% | $2,626-22.2% |
| Participant deferral / active EE | $3,859 | $2,838+36.0% | $5,631-31.5% | $4,350-11.3% |
| Admin fee / account holder | $7,060 | $1,744+304.8% | $15,885-55.6% | $1,946+262.8% |