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 | $187,460 | $116,203+61.3% | $93,621+100.2% | $152,909+22.6% |
| Participation rate | 92.3% | 78.1%+14.3pp | 75.8%+16.5pp | 82.5%+9.9pp |
| Annual return | 28.65% | 35.96%-7.3pp | 32.76%-4.1pp | 345.46%-316.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,514 | $4,605-67.1% | $4,070-62.8% | $5,851-74.1% |
| Admin fee / account holder | $3,141 | $10,751-70.8% | $7,890-60.2% | $11,601-72.9% |