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 | $106,032 | $85,171+24.5% | $172,752-38.6% | $72,975+45.3% |
| Participation rate | 83.0% | 70.1%+12.9pp | 82.6%+0.3pp | 69.5%+13.5pp |
| Annual return | 22.37% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,757 | $3,260+76.6% | $5,198+10.8% | $3,608+59.6% |
| Admin fee / account holder | $803 | $5,880-86.3% | $13,955-94.2% | $5,124-84.3% |