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 | $54,983 | $65,555-16.1% | $86,216-36.2% | $75,173-26.9% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 13.62% | 46.07%-32.4pp | 1169.42%-1155.8pp | 160.72%-147.1pp |
| Employer contribution / active EE | $4,790 | $1,553+208.4% | $2,382+101.2% | $2,671+79.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,374 | $5,469-74.9% | $6,853-80.0% | $5,651-75.7% |