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 | $48,292 | $57,305-15.7% | $86,640-44.3% | $75,173-35.8% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 14.32% | 2674.24%-2659.9pp | 592.52%-578.2pp | 160.72%-146.4pp |
| Employer contribution / active EE | $9,383 | $2,316+305.1% | $3,024+210.3% | $2,671+251.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,520 | $4,116-63.1% | $5,616-72.9% | $5,651-73.1% |