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 | $58,578 | $99,011-40.8% | $86,582-32.3% | $147,586-60.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.44% | 1312.75%-1296.3pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,036 | $3,132-66.9% | $2,839-63.5% | $4,876-78.8% |
| Participant deferral / active EE | $3,119 | $3,972-21.5% | $3,609-13.6% | $5,439-42.7% |
| Admin fee / account holder | $13,656 | $5,709+139.2% | $4,904+178.4% | $10,886+25.4% |