Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,472 | $51,638-29.4% | $68,368-46.7% | $82,448-55.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.90% | 37.53%-19.6pp | 292.57%-274.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,868 | $2,047+89.0% | $2,649+46.0% | $2,551+51.6% |
| Participant deferral / active EE | $2,466 | $2,914-15.3% | $4,123-40.2% | $4,139-40.4% |
| Admin fee / account holder | $1,274 | $4,643-72.6% | $5,150-75.3% | $7,234-82.4% |