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 | $125,047 | $70,366+77.7% | $66,674+87.6% | $138,895-10.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.48% | 386.41%-371.9pp | 321.24%-306.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,821 | $4,374+330.3% | $4,084+360.8% | $6,396+194.3% |
| Admin fee / account holder | $7,884 | $5,262+49.8% | $5,098+54.7% | $12,562-37.2% |