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 | $135,249 | $157,276-14.0% | $141,177-4.2% | $152,885-11.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 23.87% | 64.33%-40.5pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,426 | $7,110-65.9% | $6,710-63.8% | $5,851-58.5% |
| Admin fee / account holder | $11,798 | $12,123-2.7% | $10,263+15.0% | $11,598+1.7% |