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 | $44,505 | $88,754-49.9% | $81,820-45.6% | $145,877-69.5% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.53% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $5,391 | $3,085+74.7% | $2,915+84.9% | $4,663+15.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,301 | $8,424-37.1% | $7,391-28.3% | $13,402-60.4% |