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 | $33,376 | $72,177-53.8% | $115,038-71.0% | $59,633-44.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.03% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,985 | $2,841+5.1% | $4,608-35.2% | $2,203+35.5% |
| Participant deferral / active EE | $6,028 | $4,783+26.0% | $6,0260% | $3,192+88.9% |
| Admin fee / account holder | $917 | $4,927-81.4% | $8,175-88.8% | $4,297-78.7% |