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 | $59,168 | $113,941-48.1% | $94,229-37.2% | $125,389-52.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 18.21% | 5.29%+12.9pp | 10.68%+7.5pp | 282.24%-264.0pp |
| Employer contribution / active EE | $4,667 | $4,727-1.3% | $3,587+30.1% | $4,866-4.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,376 | $8,392-24.0% | $6,269+1.7% | $9,541-33.2% |