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 | $67,666 | $88,754-23.8% | $81,820-17.3% | $145,877-53.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.19% | 1031.77%-1020.6pp | 777.93%-766.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,359 | $4,648-6.2% | $4,323+0.9% | $6,691-34.8% |
| Admin fee / account holder | $570 | $8,424-93.2% | $7,391-92.3% | $13,402-95.7% |