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 | $57,999 | $85,766-32.4% | $136,297-57.4% | $70,131-17.3% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5156.16%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $11,816 | $2,966+298.4% | $4,696+151.6% | $2,342+404.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $702 | $5,420-87.1% | $9,244-92.4% | $4,645-84.9% |