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 | $108,979 | $160,028-31.9% | $147,080-25.9% | $145,884-25.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.34% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,102 | $8,422-27.5% | $8,066-24.3% | $6,690-8.8% |
| Admin fee / account holder | $1,487 | $15,030-90.1% | $12,989-88.6% | $13,392-88.9% |