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 | $63,124 | $166,089-62.0% | $164,928-61.7% | $145,978-56.8% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 9.48% | 100.26%-90.8pp | 70.08%-60.6pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,634 | $5,276-50.1% | $4,343-39.4% | $4,662-43.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,318 | $16,641-68.0% | $12,684-58.1% | $13,400-60.3% |