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 | $225,897 | $101,618+122.3% | $93,063+142.7% | $137,256+64.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 223.95%-208.1pp | 34.15%-18.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,534 | $4,279+29.3% | $3,958+39.8% | $6,407-13.6% |
| Admin fee / account holder | $2,541 | $6,198-59.0% | $6,033-57.9% | $12,270-79.3% |