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 | $195,400 | $173,526+12.6% | $136,072+43.6% | $145,884+33.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.4%-5.0pp | 80.3%-8.9pp |
| Annual return | 11.25% | 1167.12%-1155.9pp | 580.46%-569.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,844 | $8,711-21.4% | $7,028-2.6% | $6,690+2.3% |
| Admin fee / account holder | $172,168 | $9,665+1681.4% | $6,718+2462.8% | $13,392+1185.6% |