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 | $117,829-34.2% | $102,423-24.3% | $145,877-46.9% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 14.05% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,065 | $5,732+23.3% | $5,054+39.8% | $6,691+5.6% |
| Admin fee / account holder | $343 | $13,335-97.4% | $9,455-96.4% | $13,402-97.4% |