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 | $120,635 | $78,705+53.3% | $117,857+2.4% | $70,131+72.0% |
| Participation rate | 73.9% | 73.2%+0.7pp | 79.7%-5.8pp | 69.5%+4.4pp |
| Annual return | 28.62% | 23.30%+5.3pp | 335.09%-306.5pp | 73.14%-44.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,469 | $3,297+35.6% | $4,482-0.3% | $3,332+34.1% |
| Admin fee / account holder | $960 | $5,065-81.0% | $8,020-88.0% | $4,645-79.3% |