Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,260 | $111,814-48.8% | $103,378-44.6% | $145,978-60.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.71% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,119 | $4,215-49.7% | $3,870-45.2% | $4,662-54.5% |
| Participant deferral / active EE | $4,906 | $5,618-12.7% | $5,058-3.0% | $6,690-26.7% |
| Admin fee / account holder | $4,603 | $9,764-52.9% | $8,401-45.2% | $13,400-65.7% |