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 | $119,739 | $58,258+105.5% | $81,820+46.3% | $80,925+48.0% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 11.64% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,253 | $3,284-61.8% | $4,323-71.0% | $4,299-70.8% |
| Admin fee / account holder | $3,483 | $4,976-30.0% | $7,391-52.9% | $6,940-49.8% |