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 | $32,900 | $116,203-71.7% | $93,621-64.9% | $152,909-78.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.87% | 35.96%-19.1pp | 32.76%-15.9pp | 345.46%-328.6pp |
| Employer contribution / active EE | $3,438 | $3,219+6.8% | $2,719+26.5% | $4,764-27.8% |
| Participant deferral / active EE | $5,027 | $4,605+9.2% | $4,070+23.5% | $5,851-14.1% |
| Admin fee / account holder | $511 | $10,751-95.2% | $7,890-93.5% | $11,601-95.6% |