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 | $158,400 | $52,279+203.0% | $89,435+77.1% | $79,856+98.4% |
| Participation rate | 73.3% | 57.5%+15.8pp | 68.0%+5.3pp | 69.6%+3.7pp |
| Annual return | 14.33% | 22.16%-7.8pp | 245.55%-231.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,454 | $2,740+99.0% | $3,890+40.2% | $3,741+45.8% |
| Admin fee / account holder | $8,609 | $3,356+156.5% | $4,884+76.3% | $5,306+62.2% |