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 | $21,622 | $175,231-87.7% | $149,696-85.6% | $139,466-84.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.63% | 166.77%-150.1pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,117 | $5,478-61.4% | $4,821-56.1% | $4,754-55.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,921 | $16,155-63.3% | $13,212-55.2% | $11,409-48.1% |