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 | $32,798 | $58,311-43.8% | $81,882-59.9% | $80,959-59.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.52% | 41.85%-30.3pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,133 | $2,347-9.1% | $2,916-26.8% | $2,757-22.6% |
| Participant deferral / active EE | $1,256 | $3,287-61.8% | $4,323-71.0% | $4,300-70.8% |
| Admin fee / account holder | $6,046 | $4,752+27.2% | $7,360-17.8% | $6,925-12.7% |