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 | $64,900 | $90,486-28.3% | $78,676-17.5% | $273,972-76.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.61% | 75.62%-65.0pp | 62.19%-51.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $11,606 | $3,175+265.5% | $2,850+307.2% | $4,869+138.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,239 | $5,263-38.5% | $4,510-28.2% | $10,133-68.0% |