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 | $110,604 | $190,916-42.1% | $160,037-30.9% | $134,545-17.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.98% | 552.79%-546.8pp | 408.95%-403.0pp | 418.37%-412.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,238 | $6,925-9.9% | $6,184+0.9% | $6,401-2.6% |
| Admin fee / account holder | $8,620 | $10,497-17.9% | $8,716-1.1% | $11,431-24.6% |