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 | $42,558 | $134,817-68.4% | $123,973-65.7% | $155,188-72.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 10.78% | 515.49%-504.7pp | 388.13%-377.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,736 | $5,706-52.1% | $5,247-47.9% | $6,531-58.1% |
| Admin fee / account holder | $10,991 | $13,245-17.0% | $11,799-6.8% | $14,480-24.1% |