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 | $35,225 | $93,346-62.3% | $71,796-50.9% | $273,972-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.70% | 130.39%-126.7pp | 78.04%-74.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,045 | $2,733-25.2% | $1,924+6.3% | $4,869-58.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $723 | $6,571-89.0% | $4,815-85.0% | $10,133-92.9% |