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 | $67,530 | $105,856-36.2% | $90,161-25.1% | $147,586-54.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.54% | 37.63%-23.1pp | 34.89%-20.3pp | 578.59%-564.1pp |
| Employer contribution / active EE | $727 | $4,126-82.4% | $3,318-78.1% | $4,876-85.1% |
| Participant deferral / active EE | $3,099 | $5,733-45.9% | $5,287-41.4% | $5,439-43.0% |
| Admin fee / account holder | $690 | $8,046-91.4% | $5,943-88.4% | $10,886-93.7% |