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 | $31,707 | $58,311-45.6% | $81,882-61.3% | $80,959-60.8% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.4%+15.6pp | 67.7%+20.3pp |
| Annual return | 11.87% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,515 | $2,347+49.8% | $2,916+20.5% | $2,757+27.5% |
| Participant deferral / active EE | $3,091 | $3,287-6.0% | $4,323-28.5% | $4,300-28.1% |
| Admin fee / account holder | $4,248 | $4,752-10.6% | $7,360-42.3% | $6,925-38.7% |