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 | $66,971 | $73,518-8.9% | $63,003+6.3% | $147,585-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.67% | 175.46%-147.8pp | 87.59%-59.9pp | 578.56%-550.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,324 | $4,183+3.4% | $3,329+29.9% | $5,439-20.5% |
| Admin fee / account holder | $6,247 | $5,952+5.0% | $3,600+73.5% | $10,885-42.6% |