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 | $35,963 | $40,275-10.7% | $57,356-37.3% | $59,633-39.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.11% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,787 | $1,921+45.1% | $2,689+3.7% | $2,203+26.5% |
| Participant deferral / active EE | $3,642 | $2,400+51.8% | $3,162+15.2% | $3,192+14.1% |
| Admin fee / account holder | $3,937 | $2,820+39.6% | $3,357+17.3% | $4,297-8.4% |