Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,476 | $107,666-59.6% | $102,184-57.5% | $154,746-71.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.54% | 29.33%-12.8pp | 31.58%-15.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $56 | $3,846-98.5% | $3,594-98.4% | $4,379-98.7% |
| Participant deferral / active EE | $17,194 | $8,719+97.2% | $8,309+106.9% | $6,730+155.5% |
| Admin fee / account holder | $8,429 | $12,943-34.9% | $11,609-27.4% | $14,365-41.3% |