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 | $61,201 | $176,120-65.3% | $159,487-61.6% | $167,553-63.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.19% | 331.95%-314.8pp | 263.71%-246.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,097 | $7,752-8.5% | $7,354-3.5% | $6,343+11.9% |
| Admin fee / account holder | $24,316 | $12,561+93.6% | $10,804+125.1% | $12,316+97.4% |