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 | $65,682 | $111,830-41.3% | $93,696-29.9% | $145,884-55.0% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 11.46% | 204.08%-192.6pp | 133.74%-122.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $6,522 | $3,093+110.9% | $2,422+169.3% | $4,662+39.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,943 | $10,249-81.0% | $8,287-76.6% | $13,392-85.5% |