Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,567 | $61,125-61.4% | $94,057-74.9% | $87,485-73.1% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.3%+21.4pp | 68.9%+25.8pp |
| Annual return | 13.06% | 35.20%-22.1pp | 480.62%-467.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,904 | $2,136+82.7% | $2,933+33.1% | $2,596+50.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,361 | $5,629-58.1% | $7,244-67.4% | $7,775-69.6% |