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 | $22,260 | $105,145-78.8% | $94,664-76.5% | $139,466-84.0% |
| Participation rate | 84.6% | 82.4%+2.2pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 20.39% | 38.09%-17.7pp | 156.84%-136.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,121 | $7,599-32.6% | $7,417-31.0% | $6,712-23.7% |
| Admin fee / account holder | $903 | $8,972-89.9% | $7,222-87.5% | $11,409-92.1% |