Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,076 | $142,354-82.4% | $125,529-80.0% | $155,188-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 18.31% | 306.06%-287.8pp | 202.56%-184.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,202 | $5,491+104.0% | $4,813+132.8% | $6,531+71.5% |
| Admin fee / account holder | $310 | $19,392-98.4% | $16,298-98.1% | $14,480-97.9% |