Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,115 | $53,841-25.5% | $75,731-47.0% | $85,851-53.3% |
| Participation rate | 97.0% | 69.0%+27.9pp | 74.8%+22.1pp | 69.3%+27.6pp |
| Annual return | 12.59% | 24.54%-12.0pp | 104.65%-92.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,122 | $2,895+42.4% | $3,820+7.9% | $3,952+4.3% |
| Admin fee / account holder | $4,280 | $3,340+28.1% | $3,620+18.2% | $6,261-31.6% |