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 | $53,457 | $117,426-54.5% | $99,470-46.3% | $152,885-65.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.73% | 31.87%-20.1pp | 30.72%-19.0pp | 345.39%-333.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $887 | $4,086-78.3% | $3,619-75.5% | $5,851-84.8% |
| Admin fee / account holder | $2,684 | $7,634-64.8% | $6,252-57.1% | $11,598-76.9% |