Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,155 | $176,402-62.5% | $134,162-50.7% | $158,982-58.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.71% | 63.66%-60.9pp | 36.35%-33.6pp | 302.99%-300.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,061 | $4,093+23.7% | $3,500+44.6% | $5,983-15.4% |
| Admin fee / account holder | $9,855 | $8,719+13.0% | $6,685+47.4% | $11,252-12.4% |