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 | $41,196 | $101,063-59.2% | $81,473-49.4% | $147,585-72.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.25% | 32.41%-20.2pp | 38.78%-26.5pp | 578.58%-566.3pp |
| Employer contribution / active EE | $489 | $3,206-84.7% | $2,568-81.0% | $4,876-90.0% |
| Participant deferral / active EE | $733 | $4,242-82.7% | $3,537-79.3% | $5,439-86.5% |
| Admin fee / account holder | $3,746 | $5,812-35.5% | $4,561-17.9% | $10,886-65.6% |