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 | $31,866 | $96,562-67.0% | $80,976-60.6% | $273,968-88.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.52% | 15.14%-5.6pp | 17.10%-7.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $13,850 | $4,868+184.5% | $3,714+272.9% | $4,869+184.5% |
| Participant deferral / active EE | $10,762 | $6,597+63.1% | $5,696+88.9% | $5,287+103.6% |
| Admin fee / account holder | $381 | $7,493-94.9% | $5,516-93.1% | $10,132-96.2% |