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 | $38,984 | $65,712-40.7% | $57,196-31.8% | $273,972-85.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.96% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,114 | $3,280+55.9% | $2,683+90.6% | $4,869+5.0% |
| Participant deferral / active EE | $5,887 | $3,782+55.7% | $3,096+90.1% | $5,287+11.3% |
| Admin fee / account holder | $67,933 | $4,838+1304.3% | $3,141+2063.1% | $10,133+570.4% |