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 | $68,345 | $157,304-56.6% | $141,197-51.6% | $152,909-55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.97% | 64.34%-46.4pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,702 | $5,263-29.7% | $4,736-21.8% | $4,764-22.3% |
| Participant deferral / active EE | $4,697 | $7,111-33.9% | $6,710-30.0% | $5,851-19.7% |
| Admin fee / account holder | $17,927 | $12,126+47.8% | $10,265+74.6% | $11,601+54.5% |