Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,125 | $197,637-67.6% | $177,848-63.9% | $158,982-59.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.60% | 58.77%-37.2pp | 48.33%-26.7pp | 302.99%-281.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,210 | $8,405+21.5% | $7,714+32.4% | $5,983+70.6% |
| Admin fee / account holder | $550 | $15,406-96.4% | $12,431-95.6% | $11,252-95.1% |