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 | $186,667 | $176,105+6.0% | $159,474+17.1% | $167,536+11.4% |
| Participation rate | 78.3% | 85.0%-6.7pp | 82.8%-4.6pp | 82.1%-3.9pp |
| Annual return | 17.00% | 331.91%-314.9pp | 263.68%-246.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,935 | $7,751+41.1% | $7,353+48.7% | $6,342+72.4% |
| Admin fee / account holder | $2,456 | $12,559-80.4% | $10,802-77.3% | $12,315-80.1% |