Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,341 | $124,351-82.0% | $109,188-79.5% | $167,553-86.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.25% | 26.04%-14.8pp | 25.76%-14.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,351 | $5,257-55.3% | $4,654-49.5% | $6,343-62.9% |
| Admin fee / account holder | $9,746 | $7,975+22.2% | $6,755+44.3% | $12,316-20.9% |