Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,723 | $48,277-1.1% | $67,511-29.3% | $80,874-41.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.92% | 18.27%-4.3pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,554 | $2,021-23.1% | $2,733-43.1% | $2,756-43.6% |
| Participant deferral / active EE | $2,134 | $2,926-27.1% | $4,000-46.7% | $4,297-50.3% |
| Admin fee / account holder | $14,325 | $3,687+288.5% | $3,999+258.2% | $6,935+106.6% |