Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,491 | $78,690-47.3% | $161,489-74.3% | $87,485-52.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.03% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,800 | $2,588+8.2% | $4,268-34.4% | $2,596+7.8% |
| Participant deferral / active EE | $4,998 | $3,311+51.0% | $5,630-11.2% | $4,274+17.0% |
| Admin fee / account holder | $369 | $6,724-94.5% | $16,006-97.7% | $7,775-95.3% |