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 | $50,087 | $117,859-57.5% | $102,438-51.1% | $145,959-65.7% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 26.63% | 31.72%-5.1pp | 29.37%-2.7pp | 561.95%-535.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,071 | $5,732+110.6% | $5,054+138.9% | $6,689+80.5% |
| Admin fee / account holder | $496 | $13,318-96.3% | $9,448-94.7% | $13,398-96.3% |