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 | $90,823 | $211,224-57.0% | $178,505-49.1% | $145,897-37.7% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 9.57% | 30.28%-20.7pp | 27.16%-17.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,565 | $6,966-48.8% | $6,280-43.2% | $6,689-46.7% |
| Admin fee / account holder | $512 | $12,109-95.8% | $10,428-95.1% | $13,390-96.2% |