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 | $38,637 | $65,712-41.2% | $57,196-32.4% | $273,972-85.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 17.39% | 22.01%-4.6pp | 14.59%+2.8pp | 41.46%-24.1pp |
| Employer contribution / active EE | $34,526 | $3,280+952.6% | $2,683+1186.9% | $4,869+609.1% |
| Participant deferral / active EE | $19,335 | $3,782+411.3% | $3,096+524.5% | $5,287+265.7% |
| Admin fee / account holder | $1,032 | $4,838-78.7% | $3,141-67.1% | $10,133-89.8% |