Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,705 | $165,939-62.2% | $122,354-48.8% | $147,585-57.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 8.65% | 34.56%-25.9pp | 30.28%-21.6pp | 578.58%-569.9pp |
| Employer contribution / active EE | $7,287 | $5,754+26.6% | $4,051+79.9% | $4,876+49.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51,512 | $7,425+593.8% | $5,479+840.2% | $10,886+373.2% |