Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,376 | $160,040-33.5% | $147,096-27.7% | $145,877-27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.07% | 98.49%-78.4pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,250 | $8,429+21.6% | $8,071+27.0% | $6,691+53.2% |
| Admin fee / account holder | $4,696 | $15,050-68.8% | $13,005-63.9% | $13,402-65.0% |