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 | $63,265 | $171,492-63.1% | $150,734-58.0% | $198,609-68.1% |
| Participation rate | 94.7% | 81.4%+13.3pp | 78.4%+16.3pp | 82.4%+12.4pp |
| Annual return | 11.06% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $5,263 | $5,470-3.8% | $4,918+7.0% | $5,055+4.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,627 | $17,628-62.4% | $14,905-55.5% | $19,030-65.2% |