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 | $32,659 | $65,961-50.5% | $180,320-81.9% | $94,015-65.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 16.25% | 14.27%+2.0pp | 778.54%-762.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,293 | $1,737-25.6% | $4,108-68.5% | $2,790-53.7% |
| Participant deferral / active EE | $1,979 | $3,003-34.1% | $4,304-54.0% | $4,249-53.4% |
| Admin fee / account holder | $2,272 | $4,901-53.6% | $10,000-77.3% | $8,951-74.6% |