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 | $45,735 | $65,555-30.2% | $86,216-47.0% | $75,173-39.2% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 76.70% | 46.07%+30.6pp | 1169.42%-1092.7pp | 160.72%-84.0pp |
| Employer contribution / active EE | $3,963 | $1,553+155.1% | $2,382+66.4% | $2,671+48.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,022 | $5,469-63.0% | $6,853-70.5% | $5,651-64.2% |