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 | $31,995 | $85,171-62.4% | $172,753-81.5% | $72,976-56.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.96% | 27.32%-10.4pp | 803.00%-786.0pp | 81.02%-64.1pp |
| Employer contribution / active EE | $970 | $3,324-70.8% | $5,144-81.1% | $2,440-60.2% |
| Participant deferral / active EE | $1,578 | $3,260-51.6% | $5,198-69.6% | $3,608-56.3% |
| Admin fee / account holder | $2,371 | $5,880-59.7% | $13,956-83.0% | $5,124-53.7% |