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 | $137,850 | $185,905-25.8% | $170,057-18.9% | $139,487-1.2% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.8pp | 80.3%+0.9pp |
| Annual return | 14.59% | 60.56%-46.0pp | 53.42%-38.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,975 | $11,627-48.6% | $10,411-42.6% | $6,713-11.0% |
| Admin fee / account holder | $3,701 | $15,397-76.0% | $12,826-71.1% | $11,407-67.6% |