Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,689 | $154,365-63.3% | $130,231-56.5% | $139,456-59.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 11.37% | 30.34%-19.0pp | 38.77%-27.4pp | 373.45%-362.1pp |
| Employer contribution / active EE | $6,000 | $5,170+16.1% | $4,126+45.4% | $4,753+26.2% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,649 | $9,214-71.3% | $6,020-56.0% | $11,407-76.8% |