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 | $137,817 | $113,339+21.6% | $94,993+45.1% | $147,585-6.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.90% | 20.77%-12.9pp | 27.12%-19.2pp | 578.57%-570.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $673 | $3,777-82.2% | $3,317-79.7% | $5,439-87.6% |
| Admin fee / account holder | $2,663 | $6,063-56.1% | $4,960-46.3% | $10,885-75.5% |