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 | $26,335 | $140,578-81.3% | $100,671-73.8% | $125,389-79.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.66% | 24.67%-23.0pp | 20.43%-18.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,883 | $3,981-27.6% | $3,144-8.3% | $5,352-46.1% |
| Admin fee / account holder | $1,442 | $6,716-78.5% | $4,850-70.3% | $9,541-84.9% |