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 | $62,852 | $113,338-44.5% | $94,993-33.8% | $147,586-57.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.32% | 20.80%-7.5pp | 27.14%-13.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $14,332 | $3,160+353.5% | $2,603+450.5% | $4,876+193.9% |
| Participant deferral / active EE | $10,919 | $3,777+189.1% | $3,317+229.2% | $5,439+100.8% |
| Admin fee / account holder | $11,586 | $6,063+91.1% | $4,960+133.6% | $10,886+6.4% |