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 | $51,283 | $45,152+13.6% | $73,845-30.6% | $59,632-14.0% |
| Participation rate | 92.6% | 64.0%+28.6pp | 73.4%+19.1pp | 68.7%+23.9pp |
| Annual return | 0.26% | 27.40%-27.1pp | 2267.91%-2267.7pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $3,915 | $1,902+105.8% | $2,788+40.4% | $2,203+77.7% |
| Participant deferral / active EE | $5,142 | $2,574+99.8% | $3,583+43.5% | $3,192+61.1% |
| Admin fee / account holder | $2,726 | $3,516-22.5% | $4,881-44.2% | $4,297-36.6% |