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 | $63,079 | $104,251-39.5% | $91,004-30.7% | $147,586-57.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.48% | 27.06%-12.6pp | 4.60%+9.9pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,808 | $3,116-42.0% | $2,456-26.4% | $4,876-62.9% |
| Participant deferral / active EE | $2,639 | $4,195-37.1% | $3,548-25.6% | $5,439-51.5% |
| Admin fee / account holder | $325 | $8,948-96.4% | $5,417-94.0% | $10,886-97.0% |