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 | $57,501 | $99,652-42.3% | $78,778-27.0% | $147,585-61.0% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 14.86% | 47.28%-32.4pp | 35.62%-20.8pp | 578.58%-563.7pp |
| Employer contribution / active EE | $3,571 | $2,796+27.8% | $1,986+79.9% | $4,876-26.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $427 | $7,155-94.0% | $5,134-91.7% | $10,886-96.1% |