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 | $36,023 | $106,247-66.1% | $96,515-62.7% | $139,466-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.38% | 38.47%-27.1pp | 35.73%-24.3pp | 373.66%-362.3pp |
| Employer contribution / active EE | $2,788 | $4,106-32.1% | $3,740-25.4% | $4,754-41.4% |
| Participant deferral / active EE | $3,185 | $5,456-41.6% | $4,880-34.7% | $6,712-52.5% |
| Admin fee / account holder | $3,697 | $7,885-53.1% | $6,735-45.1% | $11,409-67.6% |