Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,595 | $96,731-56.0% | $123,973-65.6% | $86,983-51.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.64% | 17.33%-5.7pp | 388.13%-376.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,118 | $4,152-49.0% | $5,247-59.6% | $4,194-49.5% |
| Admin fee / account holder | $4,726 | $8,722-45.8% | $11,799-59.9% | $7,856-39.8% |