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 | $189,333 | $166,131+14.0% | $164,975+14.8% | $145,877+29.8% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | 9.54% | 100.37%-90.8pp | 70.12%-60.6pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,066 | $6,962-41.6% | $6,033-32.6% | $6,691-39.2% |
| Admin fee / account holder | $3,826 | $16,648-77.0% | $12,688-69.8% | $13,402-71.5% |