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 | $115,289 | $149,778-23.0% | $118,946-3.1% | $158,966-27.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.83% | 19.95%-6.1pp | 35.89%-22.1pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,429 | $4,117-65.3% | $3,263-56.2% | $4,762-70.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,621 | $8,604-34.7% | $6,581-14.6% | $11,250-50.0% |