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 | $53,895 | $75,963-29.1% | $97,995-45.0% | $70,126-23.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 15.48% | 19.26%-3.8pp | 23.94%-8.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $4,136 | $3,278+26.2% | $4,158-0.5% | $2,343+76.6% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $885 | $5,407-83.6% | $5,943-85.1% | $4,645-80.9% |