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 | $35,371 | $34,316+3.1% | $74,723-52.7% | $72,976-51.5% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 17.88% | 26.58%-8.7pp | 753.18%-735.3pp | 81.02%-63.1pp |
| Employer contribution / active EE | $1,297 | $692+87.5% | $1,084+19.7% | $2,440-46.8% |
| Participant deferral / active EE | $2,574 | $1,272+102.4% | $1,962+31.2% | $3,608-28.7% |
| Admin fee / account holder | $1,320 | $2,125-37.9% | $3,335-60.4% | $5,124-74.2% |