Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,650 | $157,829-69.8% | $136,867-65.2% | $198,609-76.0% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 24.44% | 51.25%-26.8pp | 42.97%-18.5pp | 202.70%-178.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,380 | $5,463+199.8% | $4,924+232.7% | $6,977+134.8% |
| Admin fee / account holder | $1,355 | $11,107-87.8% | $10,340-86.9% | $19,030-92.9% |