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 | $58,956 | $98,240-40.0% | $82,312-28.4% | $147,586-60.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.90% | 30.85%-13.0pp | 25.88%-8.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,517 | $4,383+94.3% | $3,706+129.8% | $5,439+56.6% |
| Admin fee / account holder | $395 | $8,563-95.4% | $5,608-93.0% | $10,886-96.4% |