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 | $52,720 | $58,311-9.6% | $81,882-35.6% | $80,959-34.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.30% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,662 | $2,347+13.4% | $2,916-8.7% | $2,757-3.5% |
| Participant deferral / active EE | $4,126 | $3,287+25.5% | $4,323-4.6% | $4,300-4.1% |
| Admin fee / account holder | $3,157 | $4,752-33.6% | $7,360-57.1% | $6,925-54.4% |