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 | $87,781 | $176,402-50.2% | $134,162-34.6% | $158,966-44.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.59% | 63.66%-51.1pp | 36.35%-23.8pp | 302.95%-290.4pp |
| Employer contribution / active EE | $629 | $5,042-87.5% | $3,705-83.0% | $4,762-86.8% |
| Participant deferral / active EE | $2,999 | $4,093-26.7% | $3,500-14.3% | $5,983-49.9% |
| Admin fee / account holder | $470 | $8,719-94.6% | $6,685-93.0% | $11,250-95.8% |