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 | $71,296 | $78,428-9.1% | $95,960-25.7% | $79,852-10.7% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.63%-77.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $6,613 | $1,945+239.9% | $2,541+160.2% | $2,471+167.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,510 | $5,622-55.4% | $6,797-63.1% | $5,306-52.7% |