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 | $141,607 | $166,268-14.8% | $165,100-14.2% | $145,897-2.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.37% | 100.52%-88.2pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,493 | $6,964-64.2% | $6,035-58.7% | $6,689-62.7% |
| Admin fee / account holder | $32,927 | $16,659+97.6% | $12,696+159.4% | $13,390+145.9% |