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 | $67,889 | $88,778-23.5% | $81,844-17.1% | $145,884-53.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.50% | 1033.03%-1018.5pp | 778.87%-764.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,744 | $4,648-19.5% | $4,323-13.4% | $6,690-44.0% |
| Admin fee / account holder | $693 | $8,430-91.8% | $7,355-90.6% | $13,392-94.8% |