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 | $27,815 | $84,236-67.0% | $170,435-83.7% | $70,126-60.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.56% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,050 | $3,387-9.9% | $5,432-43.8% | $2,343+30.2% |
| Participant deferral / active EE | $2,490 | $3,086-19.3% | $4,939-49.6% | $3,332-25.3% |
| Admin fee / account holder | $1,301 | $5,698-77.2% | $13,881-90.6% | $4,645-72.0% |