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 | $66,021 | $103,387-36.1% | $87,102-24.2% | $152,885-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.59% | 28.10%-10.5pp | 28.19%-10.6pp | 345.39%-327.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,221 | $4,778+9.3% | $4,048+29.0% | $5,851-10.8% |
| Admin fee / account holder | $7,208 | $12,193-40.9% | $7,491-3.8% | $11,598-37.9% |