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 | $118,633 | $107,368+10.5% | $92,915+27.7% | $152,909-22.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 15.96% | 145.64%-129.7pp | 109.45%-93.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,097 | $4,848+25.8% | $4,238+43.9% | $5,851+4.2% |
| Admin fee / account holder | $7,436 | $7,082+5.0% | $5,796+28.3% | $11,601-35.9% |