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 | $148,797 | $60,139+147.4% | $90,461+64.5% | $79,856+86.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 31.28% | 71.96%-40.7pp | 1294.76%-1263.5pp | 31.71%-0.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,718 | $2,939+128.6% | $3,964+69.4% | $3,741+79.6% |
| Admin fee / account holder | $1,255 | $3,978-68.5% | $5,617-77.7% | $5,306-76.4% |