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 | $42,261 | $107,363-60.6% | $92,909-54.5% | $152,897-72.4% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 20.03% | 145.63%-125.6pp | 109.44%-89.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,798 | $4,222-57.4% | $3,653-50.8% | $4,764-62.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $885 | $7,082-87.5% | $5,795-84.7% | $11,599-92.4% |