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 | $14,797 | $108,912-86.4% | $100,383-85.3% | $145,959-89.9% |
| Participation rate | 87.0% | 83.0%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 35.40% | 57.96%-22.6pp | 49.26%-13.9pp | 561.95%-526.6pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,851 | $8,451-30.8% | $8,086-27.6% | $6,689-12.5% |
| Admin fee / account holder | $676 | $9,690-93.0% | $7,900-91.4% | $13,398-95.0% |