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 | $75,578 | $117,895-35.9% | $102,460-26.2% | $145,897-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 31.92%-20.2pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,482 | $5,736-21.9% | $5,056-11.4% | $6,689-33.0% |
| Admin fee / account holder | $37,714 | $13,353+182.4% | $9,460+298.7% | $13,390+181.7% |