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 | $208,343 | $91,198+128.5% | $178,503+16.7% | $79,856+160.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.06% | 24.20%-5.1pp | 151.12%-132.1pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,130 | $3,237+58.5% | $5,202-1.4% | $3,741+37.1% |
| Admin fee / account holder | $19,426 | $6,748+187.9% | $13,987+38.9% | $5,306+266.1% |