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 | $35,998 | $46,534-22.6% | $64,097-43.8% | $75,177-52.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.43% | 26.07%-9.6pp | 33.75%-17.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,566 | $1,976-20.7% | $2,750-43.0% | $2,671-41.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,518 | $2,957+52.8% | $3,070+47.2% | $5,651-20.1% |