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 | $69,614 | $90,509-23.1% | $78,693-11.5% | $273,968-74.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.69% | 75.61%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $598 | $3,175-81.2% | $2,850-79.0% | $4,869-87.7% |
| Participant deferral / active EE | $4,378 | $3,901+12.2% | $3,517+24.5% | $5,287-17.2% |
| Admin fee / account holder | $35,493 | $5,264+574.3% | $4,511+686.9% | $10,132+250.3% |