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 | $51,074 | $79,449-35.7% | $189,575-73.1% | $85,847-40.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.55% | 18.45%-4.9pp | 64.19%-50.6pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,224 | $2,081-41.2% | $4,412-72.3% | $2,565-52.3% |
| Participant deferral / active EE | $1,576 | $4,051-61.1% | $6,174-74.5% | $3,952-60.1% |
| Admin fee / account holder | $465 | $5,377-91.4% | $9,806-95.3% | $6,261-92.6% |