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 | $98,583 | $176,786-44.2% | $146,643-32.8% | $167,536-41.2% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 29.65% | 24.04%+5.6pp | 22.75%+6.9pp | 478.82%-449.2pp |
| Employer contribution / active EE | $1,429 | $5,161-72.3% | $4,137-65.5% | $4,839-70.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,989 | $13,262-85.0% | $10,280-80.7% | $12,315-83.9% |