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 | $29,751 | $63,346-53.0% | $92,240-67.7% | $70,126-57.6% |
| Participation rate | 91.7% | 68.7%+23.0pp | 76.5%+15.2pp | 69.5%+22.1pp |
| Annual return | 25.83% | 530.19%-504.4pp | 176.29%-150.5pp | 73.15%-47.3pp |
| Employer contribution / active EE | $1,671 | $2,471-32.4% | $3,680-54.6% | $2,343-28.7% |
| Participant deferral / active EE | $3,059 | $2,854+7.2% | $3,897-21.5% | $3,332-8.2% |
| Admin fee / account holder | $10,287 | $3,841+167.8% | $5,194+98.0% | $4,645+121.4% |