Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,427 | $68,398-59.9% | $94,664-71.0% | $75,173-63.5% |
| Participation rate | 92.5% | 76.1%+16.5pp | 80.8%+11.7pp | 67.2%+25.3pp |
| Annual return | 20.40% | 616.72%-596.3pp | 156.84%-136.4pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,677 | $6,537+63.3% | $7,417+43.9% | $4,126+158.8% |
| Admin fee / account holder | $2,772 | $5,324-47.9% | $7,222-61.6% | $5,651-50.9% |