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 | $21,816 | $104,953-79.2% | $84,637-74.2% | $152,909-85.7% |
| Participation rate | 95.8% | 74.8%+21.0pp | 68.2%+27.6pp | 82.5%+13.4pp |
| Annual return | 13.44% | 373.94%-360.5pp | 258.82%-245.4pp | 345.46%-332.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,980 | $4,691+6.2% | $3,900+27.7% | $5,851-14.9% |
| Admin fee / account holder | $1,564 | $6,244-75.0% | $4,914-68.2% | $11,601-86.5% |