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 | $27,565 | $75,832-63.7% | $147,617-81.3% | $59,633-53.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 8.26% | 0.37%+7.9pp | 61.98%-53.7pp | 2041.45%-2033.2pp |
| Employer contribution / active EE | $3,625 | $3,485+4.0% | $5,564-34.8% | $2,203+64.6% |
| Participant deferral / active EE | $1,618 | $3,131-48.3% | $4,895-66.9% | $3,192-49.3% |
| Admin fee / account holder | $3,215 | $5,986-46.3% | $11,612-72.3% | $4,297-25.2% |