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 | $29,818 | $159,978-81.4% | $147,041-79.7% | $145,978-79.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.67% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,736 | $8,429+39.2% | $8,071+45.4% | $6,690+75.4% |
| Admin fee / account holder | $1,110 | $15,053-92.6% | $13,006-91.5% | $13,400-91.7% |