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 | $68,722 | $72,404-5.1% | $110,243-37.7% | $64,173+7.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.35% | -6.29%+13.6pp | 314.76%-307.4pp | 7.63%-0.3pp |
| Employer contribution / active EE | $6,564 | $2,282+187.7% | $3,827+71.5% | $2,381+175.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,576 | $5,664-1.6% | $8,548-34.8% | $4,887+14.1% |