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 | $44,520 | $91,037-51.1% | $71,671-37.9% | $147,585-69.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.39% | 20.48%-7.1pp | 20.65%-7.3pp | 578.58%-565.2pp |
| Employer contribution / active EE | $2,581 | $3,327-22.4% | $2,460+4.9% | $4,876-47.1% |
| Participant deferral / active EE | $4,927 | $4,498+9.5% | $3,438+43.3% | $5,439-9.4% |
| Admin fee / account holder | $407 | $8,613-95.3% | $5,558-92.7% | $10,886-96.3% |