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 | $222,360 | $157,296+41.4% | $141,191+57.5% | $152,897+45.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 21.06% | 64.34%-43.3pp | 71.41%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,035 | $7,111+13.0% | $6,710+19.7% | $5,851+37.3% |
| Admin fee / account holder | $9,536 | $12,125-21.4% | $10,264-7.1% | $11,599-17.8% |