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 | $24,134 | $176,077-86.3% | $159,455-84.9% | $167,518-85.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 67.74% | 331.83%-264.1pp | 263.63%-195.9pp | 478.71%-411.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,215 | $7,751-6.9% | $7,353-1.9% | $6,342+13.8% |
| Admin fee / account holder | $1,820 | $12,556-85.5% | $10,800-83.2% | $12,312-85.2% |