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 | $244,329 | $72,426+237.4% | $67,560+261.6% | $145,897+67.5% |
| Participation rate | 72.7% | 76.9%-4.2pp | 72.9%-0.2pp | 80.3%-7.6pp |
| Annual return | 10.11% | 7226.78%-7216.7pp | 3533.50%-3523.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,484 | $3,074-51.7% | $2,737-45.8% | $4,663-68.2% |
| Participant deferral / active EE | $3,926 | $4,785-18.0% | $4,004-2.0% | $6,689-41.3% |
| Admin fee / account holder | $35,681 | $5,514+547.1% | $3,994+793.4% | $13,390+166.5% |