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 | $83,979 | $124,330-32.5% | $109,173-23.1% | $167,536-49.9% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 12.39% | 26.04%-13.6pp | 25.75%-13.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $7,920 | $4,209+88.2% | $3,723+112.7% | $4,839+63.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $368 | $7,974-95.4% | $6,755-94.5% | $12,315-97.0% |