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 | $35,711 | $48,053-25.7% | $84,637-57.8% | $72,976-51.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.70% | 37.39%-12.7pp | 258.82%-234.1pp | 81.02%-56.3pp |
| Employer contribution / active EE | $1,797 | $1,602+12.2% | $2,653-32.3% | $2,440-26.3% |
| Participant deferral / active EE | $2,627 | $2,681-2.0% | $3,900-32.7% | $3,608-27.2% |
| Admin fee / account holder | $1,003 | $3,395-70.5% | $4,914-79.6% | $5,124-80.4% |