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 | $138,437 | $159,934-13.4% | $147,005-5.8% | $145,959-5.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,044 | $8,427-16.4% | $8,070-12.7% | $6,689+5.3% |
| Admin fee / account holder | $33,125 | $15,053+120.0% | $13,006+154.7% | $13,398+147.2% |