Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,234 | $107,941-82.2% | $91,994-79.1% | $152,897-87.4% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 23.81% | 89.28%-65.5pp | 69.04%-45.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,458 | $6,366+64.3% | $5,924+76.5% | $5,851+78.7% |
| Admin fee / account holder | $20,210 | $10,521+92.1% | $7,744+161.0% | $11,599+74.2% |