Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $208,048 | $125,190+66.2% | $105,624+97.0% | $145,897+42.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 12.94% | 225.22%-212.3pp | 116.20%-103.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,188 | $5,716-44.2% | $5,013-36.4% | $6,689-52.3% |
| Admin fee / account holder | $1,079 | $17,138-93.7% | $10,961-90.2% | $13,390-91.9% |