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 | $63,269 | $45,082+40.3% | $69,464-8.9% | $72,975-13.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 7.74% | 22.66%-14.9pp | 28.98%-21.2pp | 81.01%-73.3pp |
| Employer contribution / active EE | $1,010 | $2,055-50.9% | $2,779-63.7% | $2,440-58.6% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,159 | $3,057+68.8% | $3,840+34.3% | $5,124+0.7% |