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 | $65,430 | $98,776-33.8% | $149,745-56.3% | $79,856-18.1% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 20.55% | 27.38%-6.8pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $10,294 | $3,217+220.0% | $4,646+121.6% | $2,471+316.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,379 | $6,053-60.7% | $9,312-74.5% | $5,306-55.2% |