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 | $39,912 | $118,708-66.4% | $98,920-59.7% | $158,966-74.9% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 7.46% | 372.49%-365.0pp | 196.47%-189.0pp | 302.95%-295.5pp |
| Employer contribution / active EE | $857 | $3,334-74.3% | $2,689-68.1% | $4,762-82.0% |
| Participant deferral / active EE | $1,521 | $5,089-70.1% | $4,245-64.2% | $5,983-74.6% |
| Admin fee / account holder | $91,805 | $10,134+805.9% | $6,643+1282.0% | $11,250+716.0% |