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 | $40,526 | $98,240-58.7% | $82,312-50.8% | $147,586-72.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.65% | 30.85%-13.2pp | 25.88%-8.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,670 | $3,192-47.7% | $2,428-31.2% | $4,876-65.8% |
| Participant deferral / active EE | $5,299 | $4,383+20.9% | $3,706+43.0% | $5,439-2.6% |
| Admin fee / account holder | $6,313 | $8,563-26.3% | $5,608+12.6% | $10,886-42.0% |