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 | $21,609 | $109,372-80.2% | $89,414-75.8% | $158,966-86.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 13.55% | 345.55%-332.0pp | 245.50%-231.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,487 | $4,598-24.2% | $3,890-10.3% | $5,983-41.7% |
| Admin fee / account holder | $3,516 | $6,156-42.9% | $4,883-28.0% | $11,250-68.7% |