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 | $12,113 | $110,337-89.0% | $102,383-88.2% | $145,877-91.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 36.29% | 24.83%+11.5pp | 24.94%+11.4pp | 551.28%-515.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,931 | $5,621-30.1% | $5,060-22.3% | $6,691-41.3% |
| Admin fee / account holder | $2,480 | $9,750-74.6% | $8,391-70.4% | $13,402-81.5% |