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 | $67,906 | $127,790-46.9% | $106,554-36.3% | $167,553-59.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.37% | 33.88%-19.5pp | 26.80%-12.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $2,500 | $3,427-27.1% | $2,819-11.3% | $4,840-48.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,596 | $11,231-68.0% | $7,408-51.5% | $12,316-70.8% |