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 | $42,369 | $45,152-6.2% | $73,836-42.6% | $59,633-29.0% |
| Participation rate | 95.1% | 64.0%+31.1pp | 73.4%+21.7pp | 68.7%+26.5pp |
| Annual return | 1.79% | 27.40%-25.6pp | 2268.06%-2266.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $4,864 | $1,901+155.9% | $2,787+74.5% | $2,203+120.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,350 | $3,515+52.2% | $4,882+9.6% | $4,297+24.5% |