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 | $79,482 | $103,393-23.1% | $87,103-8.7% | $152,909-48.0% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 19.69% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,401 | $4,778+96.7% | $4,049+132.2% | $5,851+60.7% |
| Admin fee / account holder | $5,418 | $12,195-55.6% | $7,491-27.7% | $11,601-53.3% |