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 | $72,364 | $112,131-35.5% | $95,964-24.6% | $158,982-54.5% |
| Participation rate | 95.8% | 79.0%+16.8pp | 77.1%+18.7pp | 82.0%+13.9pp |
| Annual return | 14.16% | 171.19%-157.0pp | 91.64%-77.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,266 | $4,784-52.6% | $4,167-45.6% | $5,983-62.1% |
| Admin fee / account holder | $7,825 | $10,136-22.8% | $6,797+15.1% | $11,252-30.5% |