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 | $97,215 | $148,623-34.6% | $135,974-28.5% | $139,466-30.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.75% | 79.30%-64.5pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,097 | $8,103+12.3% | $7,760+17.2% | $6,712+35.5% |
| Admin fee / account holder | $28,839 | $12,406+132.5% | $10,767+167.9% | $11,409+152.8% |