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 | $61,202 | $88,778-31.1% | $81,844-25.2% | $145,884-58.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.02% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,165 | $4,648-53.4% | $4,323-49.9% | $6,690-67.6% |
| Admin fee / account holder | $541 | $8,430-93.6% | $7,355-92.7% | $13,392-96.0% |