Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,000 | $106,267-70.8% | $96,520-67.9% | $139,456-77.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 21.64% | 38.45%-16.8pp | 35.72%-14.1pp | 373.45%-351.8pp |
| Employer contribution / active EE | $2,827 | $4,105-31.1% | $3,739-24.4% | $4,753-40.5% |
| Participant deferral / active EE | $6,371 | $5,454+16.8% | $4,879+30.6% | $6,711-5.1% |
| Admin fee / account holder | $4,626 | $7,882-41.3% | $6,733-31.3% | $11,407-59.4% |