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 | $76,367 | $100,060-23.7% | $149,721-49.0% | $70,126+8.9% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 14.00% | 27.46%-13.5pp | 1501.67%-1487.7pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,563 | $3,661-57.3% | $5,444-71.3% | $2,343-33.3% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,375 | $8,285-71.3% | $11,282-79.0% | $4,645-48.9% |