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 | $98,153 | $124,351-21.1% | $109,188-10.1% | $167,553-41.4% |
| Participation rate | 70.8% | 79.4%-8.6pp | 75.9%-5.0pp | 82.1%-11.3pp |
| Annual return | 10.96% | 26.04%-15.1pp | 25.76%-14.8pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,136 | $5,257+35.8% | $4,654+53.3% | $6,343+12.5% |
| Admin fee / account holder | $7,796 | $7,975-2.2% | $6,755+15.4% | $12,316-36.7% |