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 | $70,215 | $109,359-35.8% | $162,185-56.7% | $72,976-3.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.96% | 25.46%-5.5pp | 115.61%-95.6pp | 81.02%-61.1pp |
| Employer contribution / active EE | $2,855 | $3,907-26.9% | $5,613-49.1% | $2,440+17.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,037 | $7,972-11.7% | $10,844-35.1% | $5,124+37.3% |