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 | $21,144 | $81,233-74.0% | $155,567-86.4% | $80,874-73.9% |
| Participation rate | 82.7% | 66.2%+16.4pp | 78.2%+4.5pp | 67.6%+15.0pp |
| Annual return | 11.64% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,065 | $3,452+17.8% | $5,628-27.8% | $4,297-5.4% |
| Admin fee / account holder | $942 | $7,998-88.2% | $15,916-94.1% | $6,935-86.4% |