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 | $39,106 | $51,184-23.6% | $66,439-41.1% | $86,983-55.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.69% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.1pp |
| Employer contribution / active EE | $2,614 | $2,023+29.2% | $2,637-0.9% | $2,584+1.1% |
| Participant deferral / active EE | $1,699 | $2,927-42.0% | $3,876-56.2% | $4,194-59.5% |
| Admin fee / account holder | $1,022 | $4,154-75.4% | $6,173-83.5% | $7,856-87.0% |