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 | $143,219 | $112,121+27.7% | $95,960+49.2% | $158,966-9.9% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 12.08% | 171.16%-159.1pp | 91.63%-79.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $13,064 | $3,199+308.4% | $2,541+414.0% | $4,762+174.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28,988 | $10,135+186.0% | $6,797+326.5% | $11,250+157.7% |