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 | $77,028 | $65,434+17.7% | $98,483-21.8% | $85,847-10.3% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 13.29% | 21.75%-8.5pp | 1494.38%-1481.1pp | 318.61%-305.3pp |
| Employer contribution / active EE | $5,727 | $2,169+164.1% | $2,961+93.4% | $2,565+123.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,339 | $4,595-49.1% | $5,953-60.7% | $6,261-62.6% |