Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,653 | $109,904-60.3% | $97,167-55.1% | $145,959-70.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.19% | 243.43%-231.2pp | 75.27%-63.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,324 | $4,676-71.7% | $4,264-69.0% | $6,689-80.2% |
| Admin fee / account holder | $6,886 | $6,216+10.8% | $5,650+21.9% | $13,398-48.6% |