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 | $69,048 | $157,276-56.1% | $141,177-51.1% | $152,885-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.85% | 64.33%-43.5pp | 71.40%-50.6pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,333 | $5,262-74.7% | $4,736-71.8% | $4,763-72.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,317 | $12,123-89.1% | $10,263-87.2% | $11,598-88.6% |