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 | $146,928 | $103,038+42.6% | $90,324+62.7% | $152,909-3.9% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 21.44% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,062 | $4,282-51.8% | $3,885-46.9% | $5,851-64.8% |
| Admin fee / account holder | $25,055 | $6,177+305.6% | $5,356+367.8% | $11,601+116.0% |