Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,776 | $211,239-80.7% | $178,528-77.2% | $145,877-72.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,222 | $4,570-73.3% | $3,950-69.1% | $4,663-73.8% |
| Participant deferral / active EE | $6,654 | $6,963-4.4% | $6,278+6.0% | $6,691-0.6% |
| Admin fee / account holder | $2,680 | $12,095-77.8% | $10,419-74.3% | $13,402-80.0% |