Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,888 | $96,558-28.7% | $80,977-14.9% | $273,970-74.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.69% | 15.14%-10.5pp | 17.11%-12.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,787 | $6,598-42.6% | $5,696-33.5% | $5,287-28.4% |
| Admin fee / account holder | $503 | $7,493-93.3% | $5,517-90.9% | $10,132-95.0% |