Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $172,022 | $106,247+61.9% | $96,515+78.2% | $139,466+23.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.90% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,266 | $5,456+161.5% | $4,880+192.4% | $6,712+112.6% |
| Admin fee / account holder | $1,527 | $7,885-80.6% | $6,735-77.3% | $11,409-86.6% |