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 | $55,193 | $56,116-1.6% | $135,768-59.3% | $86,983-36.5% |
| Participation rate | 78.8% | 60.1%+18.7pp | 71.1%+7.8pp | 69.5%+9.3pp |
| Annual return | 18.29% | 125.33%-107.0pp | 526.10%-507.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,410 | $1,528+57.7% | $3,394-29.0% | $2,584-6.8% |
| Participant deferral / active EE | $4,551 | $2,690+69.2% | $3,977+14.4% | $4,194+8.5% |
| Admin fee / account holder | $15,865 | $4,314+267.8% | $7,048+125.1% | $7,856+102.0% |