Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $95,362 | $157,276-39.4% | $141,177-32.5% | $152,885-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.00% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,645 | $7,110-20.6% | $6,710-15.9% | $5,851-3.5% |
| Admin fee / account holder | $15,328 | $12,123+26.4% | $10,263+49.3% | $11,598+32.2% |