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 | $77,704 | $62,583+24.2% | $76,767+1.2% | $64,173+21.1% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | 22.41% | -1.95%+24.4pp | 2.43%+20.0pp | 7.63%+14.8pp |
| Employer contribution / active EE | $17,844 | $1,832+874.0% | $2,485+618.0% | $2,381+649.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,723 | $4,667-41.6% | $6,675-59.2% | $4,887-44.3% |