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 | $30,547 | $52,678-42.0% | $75,784-59.7% | $59,633-48.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.15% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $2,742 | $2,193+25.0% | $3,323-17.5% | $2,203+24.5% |
| Participant deferral / active EE | $2,120 | $2,591-18.2% | $3,652-41.9% | $3,192-33.6% |
| Admin fee / account holder | $1,625 | $3,610-55.0% | $5,300-69.3% | $4,297-62.2% |