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 | $36,731 | $109,327-66.4% | $89,391-58.9% | $158,931-76.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.59% | 345.68%-334.1pp | 245.62%-234.0pp | 302.86%-291.3pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,000 | $4,598-56.5% | $3,890-48.6% | $5,982-66.6% |
| Admin fee / account holder | $5,930 | $6,153-3.6% | $4,881+21.5% | $11,247-47.3% |