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 | $70,009 | $65,361+7.1% | $92,903-24.6% | $72,983-4.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.60% | 42.11%-22.5pp | 109.43%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $7,222 | $2,594+178.4% | $3,653+97.7% | $2,440+196.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,446 | $4,251+51.6% | $5,795+11.2% | $5,124+25.8% |