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 | $44,302 | $102,422-56.7% | $147,117-69.9% | $80,959-45.3% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 26.72% | 135.16%-108.4pp | 420.54%-393.8pp | 35.67%-8.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,238 | $6,652+159.1% | $8,065+113.8% | $4,300+300.9% |
| Admin fee / account holder | $2,325 | $7,953-70.8% | $12,993-82.1% | $6,925-66.4% |