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 | $229,725 | $110,240+108.4% | $96,544+137.9% | $139,487+64.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 12.33% | 26.41%-14.1pp | 25.88%-13.5pp | 373.84%-361.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,247 | $5,549+48.6% | $4,851+70.0% | $6,713+22.9% |
| Admin fee / account holder | $45,947 | $11,602+296.0% | $8,254+456.6% | $11,407+302.8% |