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 | $38,250 | $82,028-53.4% | $123,105-68.9% | $59,633-35.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.19% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $4,668 | $3,297+41.6% | $5,151-9.4% | $2,203+111.9% |
| Participant deferral / active EE | $3,627 | $4,667-22.3% | $6,229-41.8% | $3,192+13.6% |
| Admin fee / account holder | $5,529 | $5,879-6.0% | $9,014-38.7% | $4,297+28.7% |