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 | $30,544 | $73,546-58.5% | $63,018-51.5% | $147,586-79.3% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.8%+18.9pp | 82.8%+10.9pp |
| Annual return | 14.05% | 175.56%-161.5pp | 87.62%-73.6pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,230 | $3,324-2.8% | $2,761+17.0% | $4,876-33.8% |
| Participant deferral / active EE | $5,139 | $4,185+22.8% | $3,330+54.3% | $5,439-5.5% |
| Admin fee / account holder | $1,236 | $5,956-79.2% | $3,601-65.7% | $10,886-88.6% |