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 | $52,613 | $86,922-39.5% | $102,438-48.6% | $80,874-34.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.06% | 18.90%-1.8pp | 29.37%-12.3pp | 35.62%-18.6pp |
| Employer contribution / active EE | $5,736 | $2,369+142.1% | $3,024+89.7% | $2,756+108.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,347 | $8,050-46.0% | $9,448-54.0% | $6,935-37.3% |