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 | $51,189 | $96,123-46.7% | $77,361-33.8% | $198,609-74.2% |
| Participation rate | 81.0% | 81.1%-0.2pp | 75.0%+6.0pp | 82.4%-1.4pp |
| Annual return | 13.36% | 2054.81%-2041.4pp | 1011.54%-998.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,255 | $4,975-34.6% | $3,911-16.8% | $6,977-53.4% |
| Admin fee / account holder | $756 | $9,471-92.0% | $5,894-87.2% | $19,030-96.0% |