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 | $115,640 | $157,829-26.7% | $136,867-15.5% | $198,609-41.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.84% | 51.25%-38.4pp | 42.97%-30.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,818 | $3,923-53.6% | $3,547-48.7% | $5,055-64.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $22,065 | $11,107+98.7% | $10,340+113.4% | $19,030+15.9% |