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 | $35,317 | $55,470-36.3% | $155,556-77.3% | $74,478-52.6% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 16.10% | 269.80%-253.7pp | 64.84%-48.7pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,787 | $2,838+68.7% | $5,631-15.0% | $4,350+10.0% |
| Admin fee / account holder | $2,872 | $1,744+64.7% | $15,885-81.9% | $1,946+47.6% |