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 | $68,098 | $107,368-36.6% | $92,915-26.7% | $152,909-55.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 16.10% | 145.64%-129.5pp | 109.45%-93.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $7,172 | $4,222+69.9% | $3,653+96.3% | $4,764+50.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,418 | $7,082+160.1% | $5,796+217.8% | $11,601+58.8% |