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 | $40,829 | $96,731-57.8% | $123,973-67.1% | $86,983-53.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.75% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,321 | $3,297-29.6% | $4,126-43.7% | $2,584-10.2% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,234 | $8,722-40.0% | $11,799-55.6% | $7,856-33.4% |