Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,608 | $88,815-32.9% | $81,882-27.2% | $145,897-59.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.10% | 1033.75%-1019.6pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,534 | $3,086-50.3% | $2,916-47.4% | $4,663-67.1% |
| Participant deferral / active EE | $13,748 | $4,647+195.8% | $4,323+218.0% | $6,689+105.5% |
| Admin fee / account holder | $524 | $8,434-93.8% | $7,360-92.9% | $13,390-96.1% |