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 | $32,011 | $157,296-79.6% | $141,191-77.3% | $152,897-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.26% | 64.34%-45.1pp | 71.41%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,051 | $5,262-61.0% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $3,000 | $7,111-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $1,540 | $12,125-87.3% | $10,264-85.0% | $11,599-86.7% |