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 | $23,591 | $72,071-67.3% | $68,368-65.5% | $137,256-82.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 17.47% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,559 | $4,410-42.0% | $4,123-37.9% | $6,407-60.1% |
| Admin fee / account holder | $7,529 | $5,336+41.1% | $5,150+46.2% | $12,270-38.6% |