Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $128,492 | $58,241+120.6% | $81,780+57.1% | $80,911+58.8% |
| Participation rate | 82.5% | 63.4%+19.1pp | 72.4%+10.1pp | 67.6%+14.9pp |
| Annual return | 17.25% | 41.73%-24.5pp | 776.27%-759.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,195 | $3,283+241.0% | $4,321+159.1% | $4,297+160.5% |
| Admin fee / account holder | $10,901 | $4,973+119.2% | $7,384+47.6% | $6,935+57.2% |