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 | $15,425 | $84,236-81.7% | $170,435-90.9% | $70,126-78.0% |
| Participation rate | 78.3% | 70.8%+7.4pp | 83.6%-5.3pp | 69.5%+8.7pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.94%-190.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,160 | $3,086-62.4% | $4,939-76.5% | $3,332-65.2% |
| Admin fee / account holder | $993 | $5,698-82.6% | $13,881-92.8% | $4,645-78.6% |