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 | $26,368 | $61,356-57.0% | $149,696-82.4% | $71,511-63.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.55% | 35.86%-22.3pp | 134.46%-120.9pp | 28.86%-15.3pp |
| Employer contribution / active EE | $1,715 | $2,382-28.0% | $4,821-64.4% | $2,589-33.8% |
| Participant deferral / active EE | $2,408 | $2,920-17.5% | $5,682-57.6% | $4,291-43.9% |
| Admin fee / account holder | $6,936 | $1,263+449.1% | $13,212-47.5% | $1,588+336.6% |