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 | $109,891 | $89,367+23.0% | $141,191-22.2% | $72,975+50.6% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 19.59% | 111.87%-92.3pp | 71.41%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,521 | $5,419+20.3% | $6,710-2.8% | $3,608+80.7% |
| Admin fee / account holder | $20,248 | $5,957+239.9% | $10,264+97.3% | $5,124+295.2% |