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 | $231,742 | $175,259+32.2% | $149,723+54.8% | $139,487+66.1% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 10.79% | 166.82%-156.0pp | 134.50%-123.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,576 | $6,522+31.5% | $5,682+50.9% | $6,713+27.8% |
| Admin fee / account holder | $108,247 | $16,158+569.9% | $13,215+719.1% | $11,407+848.9% |