Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,917 | $117,846-63.6% | $102,434-58.1% | $145,884-70.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.06% | 31.90%-14.8pp | 29.46%-12.4pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,631 | $3,615-54.9% | $3,023-46.0% | $4,662-65.0% |
| Participant deferral / active EE | $4,908 | $5,733-14.4% | $5,055-2.9% | $6,690-26.6% |
| Admin fee / account holder | $838 | $13,356-93.7% | $9,462-91.1% | $13,392-93.7% |