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 | $63,278 | $127,273-50.3% | $109,895-42.4% | $167,518-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.77% | 22.97%-5.2pp | 29.46%-11.7pp | 478.71%-460.9pp |
| Employer contribution / active EE | $1,591 | $3,324-52.1% | $2,843-44.0% | $4,838-67.1% |
| Participant deferral / active EE | $1,355 | $4,515-70.0% | $4,049-66.5% | $6,342-78.6% |
| Admin fee / account holder | $1,567 | $7,117-78.0% | $6,067-74.2% | $12,312-87.3% |