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 | $30,825 | $103,393-70.2% | $87,103-64.6% | $152,909-79.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.07% | 28.10%-14.0pp | 28.19%-14.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $6,317 | $3,221+96.1% | $2,521+150.5% | $4,764+32.6% |
| Participant deferral / active EE | $3,343 | $4,778-30.0% | $4,049-17.4% | $5,851-42.9% |
| Admin fee / account holder | $1,482 | $12,195-87.8% | $7,491-80.2% | $11,601-87.2% |