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 | $72,258 | $123,155-41.3% | $108,753-33.6% | $155,188-53.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.28% | 44.73%-31.5pp | 37.47%-24.2pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,923 | $2,811-31.6% | $2,427-20.7% | $4,248-54.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,566 | $12,126-87.1% | $10,320-84.8% | $14,480-89.2% |