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 | $59,624 | $64,311-7.3% | $57,356+4.0% | $125,389-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.98% | 25.14%-22.2pp | 24.41%-21.4pp | 282.24%-279.3pp |
| Employer contribution / active EE | $2,680 | $3,193-16.1% | $2,689-0.3% | $4,866-44.9% |
| Participant deferral / active EE | $2,025 | $3,846-47.4% | $3,162-36.0% | $5,352-62.2% |
| Admin fee / account holder | $11,845 | $5,243+125.9% | $3,357+252.8% | $9,541+24.1% |