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 | $103,502 | $176,077-41.2% | $159,455-35.1% | $167,518-38.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.04% | 331.83%-319.8pp | 263.63%-251.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $18,629 | $7,751+140.3% | $7,353+153.4% | $6,342+193.7% |
| Admin fee / account holder | $31,572 | $12,556+151.4% | $10,800+192.3% | $12,312+156.4% |