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 | $32,634 | $62,672-47.9% | $185,117-82.4% | $70,124-53.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 23.01% | 40.79%-17.8pp | 40.50%-17.5pp | 73.14%-50.1pp |
| Employer contribution / active EE | $5,139 | $1,753+193.1% | $4,182+22.9% | $2,342+119.4% |
| Participant deferral / active EE | $5,370 | $3,272+64.2% | $5,045+6.5% | $3,332+61.2% |
| Admin fee / account holder | $676 | $3,932-82.8% | $8,159-91.7% | $4,645-85.4% |