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 | $59,240 | $100,938-41.3% | $90,461-34.5% | $158,982-62.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 20.65% | 1727.20%-1706.6pp | 1294.76%-1274.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,255 | $4,350+66.8% | $3,964+83.0% | $5,983+21.2% |
| Admin fee / account holder | $2,545 | $6,510-60.9% | $5,617-54.7% | $11,252-77.4% |