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 | $61,718 | $73,988-16.6% | $96,538-36.1% | $75,177-17.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 29.27% | 26.73%+2.5pp | 35.74%-6.5pp | 160.75%-131.5pp |
| Employer contribution / active EE | $11,049 | $2,930+277.1% | $3,740+195.4% | $2,671+313.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $454 | $5,220-91.3% | $6,737-93.3% | $5,651-92.0% |