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 | $79,258 | $100,203-20.9% | $85,240-7.0% | $145,897-45.7% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 11.78% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,817 | $5,299-65.7% | $4,527-59.9% | $6,689-72.8% |
| Admin fee / account holder | $679 | $7,265-90.7% | $6,165-89.0% | $13,390-94.9% |