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 | $120,137 | $103,008+16.6% | $90,304+33.0% | $152,897-21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.28% | 95.22%-83.9pp | 78.13%-66.9pp | 345.43%-334.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,718 | $4,281-13.2% | $3,885-4.3% | $5,851-36.5% |
| Admin fee / account holder | $1,135 | $6,175-81.6% | $5,354-78.8% | $11,599-90.2% |