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 | $124,984 | $98,240+27.2% | $82,312+51.8% | $147,586-15.3% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 10.85% | 30.85%-20.0pp | 25.88%-15.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,751 | $4,383+99.6% | $3,706+136.1% | $5,439+60.9% |
| Admin fee / account holder | $19,121 | $8,563+123.3% | $5,608+241.0% | $10,886+75.7% |