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 | $53,272 | $77,419-31.2% | $69,461-23.3% | $152,885-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.23% | 39.07%-22.8pp | 28.97%-12.7pp | 345.39%-329.2pp |
| Employer contribution / active EE | $1,193 | $3,315-64.0% | $2,779-57.1% | $4,763-75.0% |
| Participant deferral / active EE | $2,603 | $4,414-41.0% | $3,536-26.4% | $5,851-55.5% |
| Admin fee / account holder | $1,257 | $6,207-79.8% | $3,840-67.3% | $11,598-89.2% |