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 | $75,962 | $72,471+4.8% | $94,215-19.4% | $86,983-12.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 13.05% | 26.44%-13.4pp | 28.22%-15.2pp | 25.83%-12.8pp |
| Employer contribution / active EE | $9,576 | $1,936+394.7% | $2,675+258.0% | $2,584+270.5% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,115 | $6,468+149.2% | $10,216+57.7% | $7,856+105.1% |