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 | $134,745 | $51,184+163.3% | $66,439+102.8% | $86,983+54.9% |
| Participation rate | 71.0% | 68.5%+2.5pp | 74.5%-3.5pp | 69.5%+1.5pp |
| Annual return | 11.94% | 17.07%-5.1pp | 757.66%-745.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $9,789 | $2,023+383.9% | $2,637+271.2% | $2,584+278.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,215 | $4,154+25.5% | $6,173-15.5% | $7,856-33.6% |