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 | $132,674 | $165,399-19.8% | $149,745-11.4% | $158,982-16.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.07% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,349 | $7,183+30.2% | $6,843+36.6% | $5,983+56.2% |
| Admin fee / account holder | $1,311 | $10,811-87.9% | $9,312-85.9% | $11,252-88.3% |