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 | $44,014 | $136,860-67.8% | $120,344-63.4% | $154,746-71.6% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 9.29% | 21.38%-12.1pp | 20.30%-11.0pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $212,171 | $15,393+1278.4% | $12,742+1565.2% | $14,365+1377.0% |