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 | $27,301 | $49,976-45.4% | $66,674-59.1% | $82,637-67.0% |
| Participation rate | 88.5% | 63.1%+25.4pp | 73.7%+14.8pp | 68.1%+20.4pp |
| Annual return | 16.88% | 39.09%-22.2pp | 321.24%-304.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,934 | $2,847+38.2% | $4,084-3.7% | $4,126-4.6% |
| Admin fee / account holder | $2,627 | $4,594-42.8% | $5,098-48.5% | $7,339-64.2% |