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 | $51,500 | $90,486-43.1% | $78,676-34.5% | $273,972-81.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.54% | 75.62%-66.1pp | 62.19%-52.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,530 | $3,175-51.8% | $2,850-46.3% | $4,869-68.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,715 | $5,263-10.4% | $4,510+4.5% | $10,133-53.5% |