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 | $30,145 | $48,284-37.6% | $67,524-55.4% | $80,911-62.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.10% | 18.27%-6.2pp | 3519.41%-3507.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,733 | $2,021-14.3% | $2,734-36.6% | $2,756-37.1% |
| Participant deferral / active EE | $1,733 | $2,927-40.8% | $4,001-56.7% | $4,297-59.7% |
| Admin fee / account holder | $1,950 | $3,688-47.1% | $4,001-51.2% | $6,935-71.9% |