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 | $77,476 | $93,617-17.2% | $135,982-43.0% | $75,177+3.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.55% | 30.89%-15.3pp | 68.32%-52.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $8,018 | $3,538+126.6% | $4,859+65.0% | $2,671+200.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,586 | $6,980-77.3% | $10,767-85.3% | $5,651-71.9% |