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 | $52,952 | $85,171-37.8% | $172,753-69.3% | $72,976-27.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.08% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $2,953 | $3,324-11.2% | $5,144-42.6% | $2,440+21.0% |
| Participant deferral / active EE | $4,310 | $3,260+32.2% | $5,198-17.1% | $3,608+19.5% |
| Admin fee / account holder | $470 | $5,880-92.0% | $13,956-96.6% | $5,124-90.8% |