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 | $223,061 | $157,296+41.8% | $141,191+58.0% | $152,897+45.9% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.5%-6.3pp |
| Annual return | 19.47% | 64.34%-44.9pp | 71.41%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,957 | $7,111-30.3% | $6,710-26.1% | $5,851-15.3% |
| Admin fee / account holder | $703 | $12,125-94.2% | $10,264-93.2% | $11,599-93.9% |