Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,990 | $91,198-63.8% | $178,503-81.5% | $79,856-58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.57% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,265 | $3,257-30.4% | $5,011-54.8% | $2,471-8.3% |
| Participant deferral / active EE | $1,148 | $3,237-64.5% | $5,202-77.9% | $3,741-69.3% |
| Admin fee / account holder | $1,801 | $6,748-73.3% | $13,987-87.1% | $5,306-66.1% |