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 | $27,059 | $96,123-71.8% | $77,361-65.0% | $198,609-86.4% |
| Participation rate | 85.0% | 81.1%+3.9pp | 75.0%+10.0pp | 82.4%+2.6pp |
| Annual return | 10.13% | 2054.81%-2044.7pp | 1011.54%-1001.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,784 | $3,791-26.6% | $2,990-6.9% | $5,055-44.9% |
| Participant deferral / active EE | $4,062 | $4,975-18.3% | $3,911+3.9% | $6,977-41.8% |
| Admin fee / account holder | $3,684 | $9,471-61.1% | $5,894-37.5% | $19,030-80.6% |