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 | $29,846 | $51,638-42.2% | $129,406-76.9% | $80,959-63.1% |
| Participation rate | 97.6% | 56.9%+40.6pp | 69.6%+27.9pp | 67.7%+29.9pp |
| Annual return | 13.53% | 20.78%-7.3pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,110 | $2,670+16.5% | $4,167-25.4% | $4,300-27.7% |
| Admin fee / account holder | $587 | $4,313-86.4% | $7,689-92.4% | $6,925-91.5% |