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 | $71,959 | $108,285-33.5% | $77,552-7.2% | $158,982-54.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.21% | 31.69%-21.5pp | 54.82%-44.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $863 | $1,325-34.9% | $987-12.5% | $4,763-81.9% |
| Participant deferral / active EE | $5,114 | $2,455+108.3% | $1,861+174.8% | $5,983-14.5% |
| Admin fee / account holder | $3,301 | $3,709-11.0% | $2,859+15.5% | $11,252-70.7% |