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 | $38,063 | $88,815-57.1% | $81,882-53.5% | $145,897-73.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.86% | 1033.75%-1016.9pp | 779.47%-762.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $4,990 | $3,086+61.7% | $2,916+71.1% | $4,663+7.0% |
| Participant deferral / active EE | $9,871 | $4,647+112.4% | $4,323+128.3% | $6,689+47.6% |
| Admin fee / account holder | $52,013 | $8,434+516.7% | $7,360+606.7% | $13,390+288.4% |