Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,085 | $100,147-79.9% | $81,286-75.3% | $145,877-86.2% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.5%+11.7pp | 80.3%+0.9pp |
| Annual return | 13.38% | 34.44%-21.1pp | 24.80%-11.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,254 | $4,607-7.7% | $3,883+9.5% | $6,691-36.4% |
| Admin fee / account holder | $430 | $8,201-94.8% | $5,764-92.5% | $13,402-96.8% |