Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,323 | $148,623-68.2% | $135,974-65.2% | $139,466-66.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.93% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,836 | $8,103-3.3% | $7,760+1.0% | $6,712+16.7% |
| Admin fee / account holder | $18,655 | $12,406+50.4% | $10,767+73.3% | $11,409+63.5% |