Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,405 | $110,337-68.8% | $102,383-66.4% | $145,877-76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,769 | $4,216-10.6% | $3,870-2.6% | $4,663-19.2% |
| Participant deferral / active EE | $4,667 | $5,621-17.0% | $5,060-7.8% | $6,691-30.2% |
| Admin fee / account holder | $1,396 | $9,750-85.7% | $8,391-83.4% | $13,402-89.6% |