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 | $70,159 | $99,652-29.6% | $78,778-10.9% | $147,586-52.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 13.68% | 47.28%-33.6pp | 35.62%-21.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,901 | $2,796+3.8% | $1,986+46.1% | $4,876-40.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,045 | $7,155-71.4% | $5,134-60.2% | $10,886-81.2% |