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 | $75,169 | $56,894+32.1% | $84,753-11.3% | $62,881+19.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.58% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,206 | $2,400-8.1% | $3,574-38.3% | $2,281-3.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $30,274 | $3,581+745.4% | $5,333+467.7% | $4,296+604.7% |