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 | $34,384 | $137,256-74.9% | $87,989-60.9% | $137,256-74.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 63.6%+36.4pp | 80.0%+20.0pp |
| Annual return | 14.70% | 220.34%-205.6pp | 15.56%-0.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,919 | $4,156-53.8% | $3,527-45.6% | $4,156-53.8% |
| Participant deferral / active EE | $2,252 | $6,407-64.8% | $6,172-63.5% | $6,407-64.8% |
| Admin fee / account holder | $4,081 | $12,270-66.7% | $3,281+24.4% | $12,270-66.7% |