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 | $59,000 | $127,387-53.7% | $115,038-48.7% | $125,389-52.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 11.76% | 31.28%-19.5pp | 26.14%-14.4pp | 282.24%-270.5pp |
| Employer contribution / active EE | $3,947 | $5,166-23.6% | $4,608-14.3% | $4,866-18.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,129 | $9,516-46.1% | $8,175-37.3% | $9,541-46.2% |