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 | $90,575 | $125,778-28.0% | $114,563-20.9% | $154,746-41.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 7.54% | 295.14%-287.6pp | 241.09%-233.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,391 | $4,445-68.7% | $4,142-66.4% | $6,730-79.3% |
| Admin fee / account holder | $6,322 | $8,190-22.8% | $7,623-17.1% | $14,365-56.0% |