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 | $75,490 | $49,164+53.5% | $121,169-37.7% | $75,181+0.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.49% | 56.03%-41.5pp | 986.71%-972.2pp | 160.69%-146.2pp |
| Employer contribution / active EE | $3,254 | $1,546+110.4% | $4,168-21.9% | $2,671+21.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,759 | $3,942-30.0% | $5,645-51.1% | $5,650-51.2% |