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 | $41,089 | $77,419-46.9% | $69,461-40.8% | $152,870-73.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.03% | 39.07%-18.0pp | 28.97%-7.9pp | 345.34%-324.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,400 | $4,414+45.0% | $3,536+81.0% | $5,850+9.4% |
| Admin fee / account holder | $2,815 | $6,207-54.7% | $3,840-26.7% | $11,597-75.7% |