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 | $190,472 | $102,422+86.0% | $147,117+29.5% | $80,959+135.3% |
| Participation rate | 73.0% | 75.9%-2.9pp | 82.2%-9.2pp | 67.7%+5.3pp |
| Annual return | 20.45% | 135.16%-114.7pp | 420.54%-400.1pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,450 | $6,652+42.1% | $8,065+17.2% | $4,300+119.7% |
| Admin fee / account holder | $7,151 | $7,953-10.1% | $12,993-45.0% | $6,925+3.3% |