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 | $69,547 | $106,864-34.9% | $147,318-52.8% | $82,637-15.8% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 16.93% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $11,801 | $3,417+245.4% | $4,593+156.9% | $2,552+362.4% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,805 | $8,415-78.5% | $13,708-86.8% | $7,339-75.4% |