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 | $44,437 | $110,410-59.8% | $102,437-56.6% | $145,897-69.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,539 | $4,217-63.5% | $3,871-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $3,034 | $5,622-46.0% | $5,060-40.0% | $6,689-54.6% |
| Admin fee / account holder | $3,129 | $9,745-67.9% | $8,388-62.7% | $13,390-76.6% |