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 | $67,214 | $117,895-43.0% | $102,460-34.4% | $145,897-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 31.92%-19.1pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,991 | $3,619-45.0% | $3,025-34.2% | $4,663-57.3% |
| Participant deferral / active EE | $2,607 | $5,736-54.6% | $5,056-48.4% | $6,689-61.0% |
| Admin fee / account holder | $17,399 | $13,353+30.3% | $9,460+83.9% | $13,390+29.9% |