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 | $67,597 | $139,948-51.7% | $121,663-44.4% | $154,746-56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.80% | 230.52%-216.7pp | 147.54%-133.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,136 | $3,521-39.3% | $3,020-29.3% | $4,379-51.2% |
| Participant deferral / active EE | $4,382 | $5,629-22.2% | $4,887-10.3% | $6,730-34.9% |
| Admin fee / account holder | $2,941 | $17,321-83.0% | $14,289-79.4% | $14,365-79.5% |