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 | $30,650 | $99,345-69.1% | $84,753-63.8% | $273,972-88.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.08% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,624 | $4,214-37.7% | $3,574-26.6% | $4,869-46.1% |
| Participant deferral / active EE | $6,545 | $4,270+53.3% | $3,712+76.3% | $5,287+23.8% |
| Admin fee / account holder | $8,397 | $6,645+26.4% | $5,333+57.5% | $10,133-17.1% |