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 | $60,026 | $93,346-35.7% | $71,796-16.4% | $273,972-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 17.92% | 130.39%-112.5pp | 78.04%-60.1pp | 41.46%-23.5pp |
| Employer contribution / active EE | $2,727 | $2,733-0.2% | $1,924+41.7% | $4,869-44.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,084 | $6,571+114.3% | $4,815+192.5% | $10,133+39.0% |