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 | $70,376 | $57,305+22.8% | $86,640-18.8% | $75,173-6.4% |
| Participation rate | 90.1% | 63.2%+26.9pp | 71.7%+18.4pp | 67.2%+22.9pp |
| Annual return | 15.40% | 2674.24%-2658.8pp | 592.52%-577.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,190 | $3,320+26.2% | $4,438-5.6% | $4,126+1.5% |
| Admin fee / account holder | $3,154 | $4,116-23.4% | $5,616-43.8% | $5,651-44.2% |