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 | $27,952 | $58,258-52.0% | $81,820-65.8% | $80,925-65.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.89% | 41.76%-28.9pp | 777.93%-765.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,397 | $2,345+44.9% | $2,915+16.6% | $2,756+23.3% |
| Participant deferral / active EE | $2,749 | $3,284-16.3% | $4,323-36.4% | $4,299-36.1% |
| Admin fee / account holder | $1,406 | $4,976-71.8% | $7,391-81.0% | $6,940-79.7% |