Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $66,841 | $117,895-43.3% | $102,460-34.8% | $145,897-54.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,378 | $5,736-23.7% | $5,056-13.4% | $6,689-34.5% |
| Admin fee / account holder | $4,086 | $13,353-69.4% | $9,460-56.8% | $13,390-69.5% |