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 | $66,954 | $72,177-7.2% | $115,037-41.8% | $59,633+12.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $4,058 | $2,841+42.8% | $4,608-11.9% | $2,203+84.2% |
| Participant deferral / active EE | $6,955 | $4,783+45.4% | $6,026+15.4% | $3,192+117.9% |
| Admin fee / account holder | $8,748 | $4,927+77.6% | $8,175+7.0% | $4,297+103.6% |