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 | $138,779 | $121,701+14.0% | $104,639+32.6% | $158,982-12.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.12% | 465.72%-459.6pp | 340.67%-334.5pp | 302.99%-296.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,753 | $4,176-10.1% | $3,738+0.4% | $5,983-37.3% |
| Admin fee / account holder | $4,668 | $7,778-40.0% | $6,465-27.8% | $11,252-58.5% |