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 | $67,062 | $84,741-20.9% | $75,731-11.4% | $167,553-60.0% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.8%+19.9pp | 82.1%+12.6pp |
| Annual return | 9.69% | 199.72%-190.0pp | 104.65%-95.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,854 | $4,577+6.0% | $3,820+27.1% | $6,343-23.5% |
| Admin fee / account holder | $4,007 | $5,361-25.2% | $3,620+10.7% | $12,316-67.5% |