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 | $55,178 | $160,040-65.5% | $147,096-62.5% | $145,877-62.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.24% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,354 | $8,429-0.9% | $8,071+3.5% | $6,691+24.9% |
| Admin fee / account holder | $16,819 | $15,050+11.8% | $13,005+29.3% | $13,402+25.5% |