Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,521 | $117,895-34.2% | $102,460-24.3% | $145,897-46.9% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.0pp |
| Annual return | 14.05% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,065 | $5,736+23.2% | $5,056+39.7% | $6,689+5.6% |
| Admin fee / account holder | $343 | $13,353-97.4% | $9,460-96.4% | $13,390-97.4% |