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 | $56,784 | $110,278-48.5% | $95,740-40.7% | $139,466-59.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.78% | 27.19%-16.4pp | 28.41%-17.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $4,000 | $3,260+22.7% | $2,836+41.0% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,435 | $6,613-78.3% | $5,676-74.7% | $11,409-87.4% |