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 | $103,634 | $165,381-37.3% | $149,730-30.8% | $158,966-34.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.99% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,975 | $7,182-58.6% | $6,843-56.5% | $5,983-50.3% |
| Admin fee / account holder | $16,716 | $10,809+54.6% | $9,310+79.5% | $11,250+48.6% |