Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,772 | $176,402-83.7% | $134,162-78.6% | $158,982-81.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.67% | 63.66%-60.0pp | 36.35%-32.7pp | 302.99%-299.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,426 | $4,093-16.3% | $3,500-2.1% | $5,983-42.7% |
| Admin fee / account holder | $1,295 | $8,719-85.1% | $6,685-80.6% | $11,252-88.5% |