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 | $33,606 | $90,486-62.9% | $78,676-57.3% | $273,972-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,132 | $3,175-32.8% | $2,850-25.2% | $4,869-56.2% |
| Participant deferral / active EE | $2,839 | $3,901-27.2% | $3,517-19.3% | $5,287-46.3% |
| Admin fee / account holder | $15,436 | $5,263+193.3% | $4,510+242.3% | $10,133+52.3% |