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 | $18,374 | $106,247-82.7% | $96,515-81.0% | $139,466-86.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.69% | 38.47%-25.8pp | 35.73%-23.0pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,892 | $5,456-65.3% | $4,880-61.2% | $6,712-71.8% |
| Admin fee / account holder | $1,057 | $7,885-86.6% | $6,735-84.3% | $11,409-90.7% |