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 | $63,505 | $127,790-50.3% | $106,554-40.4% | $167,553-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.21% | 33.88%-18.7pp | 26.80%-11.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $802 | $3,427-76.6% | $2,819-71.6% | $4,840-83.4% |
| Participant deferral / active EE | $4,406 | $5,088-13.4% | $4,398+0.2% | $6,343-30.5% |
| Admin fee / account holder | $16,005 | $11,231+42.5% | $7,408+116.0% | $12,316+30.0% |