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 | $29,625 | $92,219-67.9% | $76,768-61.4% | $135,379-78.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.52% | 5.46%+4.1pp | 2.43%+7.1pp | 519.79%-510.3pp |
| Employer contribution / active EE | $5,468 | $3,216+70.0% | $2,485+120.0% | $4,779+14.4% |
| Participant deferral / active EE | $3,669 | $4,508-18.6% | $3,852-4.7% | $5,609-34.6% |
| Admin fee / account holder | $38,074 | $10,749+254.2% | $6,675+470.4% | $10,828+251.6% |