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 | $31,285 | $77,492-59.6% | $100,398-68.8% | $80,911-61.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.62% | 37.23%-21.6pp | 49.32%-33.7pp | 35.63%-20.0pp |
| Employer contribution / active EE | $2,770 | $2,800-1.1% | $3,946-29.8% | $2,756+0.5% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $8,084-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,807 | $5,892-69.3% | $7,893-77.1% | $6,935-73.9% |