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 | $238,531 | $98,766+141.5% | $149,730+59.3% | $79,852+198.7% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,788 | $5,681+107.5% | $6,843+72.3% | $3,740+215.2% |
| Admin fee / account holder | $35,547 | $6,052+487.3% | $9,310+281.8% | $5,306+569.9% |