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 | $72,266 | $69,541+3.9% | $59,899+20.6% | $135,380-46.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 38.79% | 7.95%+30.8pp | 3.46%+35.3pp | 519.81%-481.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,743 | $4,206+179.2% | $3,402+245.1% | $5,609+109.4% |
| Admin fee / account holder | $15,051 | $5,737+162.3% | $3,592+319.0% | $10,828+39.0% |