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 | $99,581 | $99,079+0.5% | $78,002+27.7% | $273,972-63.7% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.5%+10.8pp | 83.0%+3.3pp |
| Annual return | 3.65% | 217.93%-214.3pp | 425.99%-422.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $455 | $3,308-86.3% | $2,470-81.6% | $4,869-90.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,225 | $8,954+125.9% | $5,481+269.0% | $10,133+99.6% |