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 | $72,160 | $166,242-56.6% | $165,071-56.3% | $145,884-50.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 8.86% | 100.44%-91.6pp | 70.17%-61.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,500 | $5,283-52.7% | $4,347-42.5% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $80,314 | $16,658+382.1% | $12,695+532.6% | $13,392+499.7% |