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 | $93,923 | $157,270-40.3% | $141,173-33.5% | $152,870-38.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.01% | 64.33%-48.3pp | 71.40%-55.4pp | 345.34%-329.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,396 | $7,110-38.2% | $6,710-34.5% | $5,850-24.9% |
| Admin fee / account holder | $25,685 | $12,121+111.9% | $10,262+150.3% | $11,597+121.5% |