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 | $92,362 | $115,810-20.2% | $101,271-8.8% | $158,966-41.9% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 18.58% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,930 | $4,958-20.7% | $4,371-10.1% | $5,983-34.3% |
| Admin fee / account holder | $4,374 | $7,248-39.7% | $5,948-26.5% | $11,250-61.1% |