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 | $32,837 | $108,825-69.8% | $156,181-79.0% | $82,448-60.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 20.47% | 20.59%-0.1pp | 64.87%-44.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,945 | $2,870-32.2% | $4,294-54.7% | $2,551-23.8% |
| Participant deferral / active EE | $3,358 | $4,577-26.6% | $6,132-45.2% | $4,139-18.9% |
| Admin fee / account holder | $1,336 | $9,341-85.7% | $14,586-90.8% | $7,234-81.5% |