Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,015 | $76,519-34.6% | $56,025-10.7% | $145,897-65.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+41.9pp | 80.3%+14.1pp |
| Annual return | 9.72% | 3017.03%-3007.3pp | 1712.69%-1703.0pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,510 | $2,624+33.8% | $1,955+79.6% | $6,689-47.5% |
| Admin fee / account holder | $12,552 | $3,331+276.9% | $2,828+343.8% | $13,390-6.3% |