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 | $131,362 | $104,650+25.5% | $83,854+56.7% | $155,188-15.4% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.1%-59.1pp | 80.8%-80.8pp |
| Annual return | 12.44% | 28.97%-16.5pp | 31.39%-18.9pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,367 | $3,518+308.4% | $3,197+349.4% | $14,480-0.8% |