Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,313 | $50,554-40.0% | $67,681-55.2% | $87,485-65.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 23.71% | 17.81%+5.9pp | 590.58%-566.9pp | 26.06%-2.4pp |
| Employer contribution / active EE | $750 | $1,988-62.3% | $2,678-72.0% | $2,596-71.1% |
| Participant deferral / active EE | $1,169 | $2,961-60.5% | $3,976-70.6% | $4,274-72.7% |
| Admin fee / account holder | $961 | $4,132-76.8% | $6,100-84.2% | $7,775-87.6% |