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 | $37,907 | $48,327-21.6% | $67,575-43.9% | $80,935-53.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.60% | 18.31%-1.7pp | 3528.98%-3512.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,104 | $2,022-45.4% | $2,736-59.6% | $2,757-60.0% |
| Participant deferral / active EE | $3,175 | $2,927+8.5% | $4,003-20.7% | $4,299-26.2% |
| Admin fee / account holder | $345 | $3,692-90.7% | $3,993-91.4% | $6,924-95.0% |