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 | $54,353 | $161,352-66.3% | $134,172-59.5% | $137,256-60.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.39% | 28.72%-15.3pp | 25.30%-11.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,105 | $4,099-48.6% | $3,420-38.4% | $4,156-49.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,404 | $15,028-84.0% | $12,016-80.0% | $12,270-80.4% |