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 | $91,421 | $60,442+51.3% | $96,754-5.5% | $87,485+4.5% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 15.06% | 21.97%-6.9pp | 82.04%-67.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $774 | $1,691-54.2% | $2,679-71.1% | $2,596-70.2% |
| Participant deferral / active EE | $3,231 | $3,280-1.5% | $4,758-32.1% | $4,274-24.4% |
| Admin fee / account holder | $12,476 | $5,069+146.1% | $8,905+40.1% | $7,775+60.5% |