Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,715 | $99,011-34.6% | $86,582-25.3% | $147,586-56.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 17.90% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,313 | $3,972+33.7% | $3,609+47.2% | $5,439-2.3% |
| Admin fee / account holder | $476 | $5,709-91.7% | $4,904-90.3% | $10,886-95.6% |