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 | $33,758 | $70,587-52.2% | $124,693-72.9% | $85,847-60.7% |
| Participation rate | 98.1% | 64.4%+33.7pp | 74.6%+23.5pp | 69.3%+28.8pp |
| Annual return | 19.41% | 20688.83%-20669.4pp | 5144.19%-5124.8pp | 318.61%-299.2pp |
| Employer contribution / active EE | $1,708 | $1,913-10.8% | $3,324-48.6% | $2,565-33.4% |
| Participant deferral / active EE | $1,391 | $2,969-53.1% | $4,615-69.9% | $3,952-64.8% |
| Admin fee / account holder | $4,116 | $5,282-22.1% | $7,494-45.1% | $6,261-34.2% |