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 | $24,336 | $90,486-73.1% | $78,676-69.1% | $273,972-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.44% | 75.62%-65.2pp | 62.19%-51.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,182 | $3,175+0.2% | $2,850+11.7% | $4,869-34.6% |
| Participant deferral / active EE | $5,089 | $3,901+30.4% | $3,517+44.7% | $5,287-3.8% |
| Admin fee / account holder | $1,273 | $5,263-75.8% | $4,510-71.8% | $10,133-87.4% |