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 | $59,802 | $109,872-45.6% | $98,483-39.3% | $167,536-64.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 17.47% | 1959.31%-1941.8pp | 1494.38%-1476.9pp | 478.82%-461.3pp |
| Employer contribution / active EE | $1,736 | $3,225-46.2% | $2,961-41.4% | $4,839-64.1% |
| Participant deferral / active EE | $8,152 | $4,673+74.4% | $4,276+90.6% | $6,342+28.5% |
| Admin fee / account holder | $3,195 | $6,757-52.7% | $5,953-46.3% | $12,315-74.1% |