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 | $65,067 | $105,960-38.6% | $81,726-20.4% | $158,982-59.1% |
| Participation rate | 70.6% | 75.6%-5.0pp | 72.0%-1.4pp | 82.0%-11.4pp |
| Annual return | 16.46% | 38.19%-21.7pp | 29.49%-13.0pp | 302.99%-286.5pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,853 | $13,011-85.8% | $7,108-73.9% | $5,983-69.0% |
| Admin fee / account holder | $1,294 | $8,494-84.8% | $5,160-74.9% | $11,252-88.5% |