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 | $38,948 | $98,240-60.4% | $82,312-52.7% | $147,586-73.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.78% | 30.85%-15.1pp | 25.88%-10.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,248 | $3,192+64.4% | $2,428+116.1% | $4,876+7.6% |
| Participant deferral / active EE | $3,688 | $4,383-15.9% | $3,706-0.5% | $5,439-32.2% |
| Admin fee / account holder | $6,818 | $8,563-20.4% | $5,608+21.6% | $10,886-37.4% |