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 | $121,563 | $176,120-31.0% | $159,487-23.8% | $167,553-27.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 48.31% | 331.95%-283.6pp | 263.71%-215.4pp | 478.89%-430.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,981 | $7,752+54.6% | $7,354+62.9% | $6,343+88.9% |
| Admin fee / account holder | $6,098 | $12,561-51.5% | $10,804-43.6% | $12,316-50.5% |