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 | $48,938 | $84,685-42.2% | $73,836-33.7% | $125,389-61.0% |
| Participation rate | 94.4% | 76.8%+17.7pp | 73.4%+21.0pp | 83.2%+11.3pp |
| Annual return | 0.13% | 3123.80%-3123.7pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,785 | $3,123-10.8% | $2,787-0.1% | $4,866-42.8% |
| Participant deferral / active EE | $3,028 | $3,993-24.2% | $3,583-15.5% | $5,352-43.4% |
| Admin fee / account holder | $2,214 | $5,694-61.1% | $4,882-54.7% | $9,541-76.8% |