Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,257 | $135,956-74.1% | $123,894-71.5% | $273,972-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,153 | $5,170-39.0% | $4,617-31.7% | $4,869-35.2% |
| Participant deferral / active EE | $6,586 | $6,343+3.8% | $5,984+10.1% | $5,287+24.6% |
| Admin fee / account holder | $937 | $9,817-90.5% | $8,357-88.8% | $10,133-90.8% |