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 | $104,335 | $155,555-32.9% | $146,866-29.0% | $155,188-32.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.99% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,303 | $14,755+64.7% | $13,620+78.4% | $14,480+67.8% |