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 | $28,008 | $57,541-51.3% | $95,759-70.8% | $75,177-62.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.16% | 34.93%-15.8pp | 28.42%-9.3pp | 160.75%-141.6pp |
| Employer contribution / active EE | $2,754 | $1,808+52.4% | $2,836-2.9% | $2,671+3.1% |
| Participant deferral / active EE | $5,010 | $3,074+63.0% | $4,244+18.1% | $4,126+21.4% |
| Admin fee / account holder | $2,941 | $4,099-28.2% | $5,678-48.2% | $5,651-48.0% |