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 | $40,609 | $64,311-36.9% | $57,356-29.2% | $125,389-67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.95% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $4,843 | $3,193+51.7% | $2,689+80.1% | $4,866-0.5% |
| Participant deferral / active EE | $1,911 | $3,846-50.3% | $3,162-39.6% | $5,352-64.3% |
| Admin fee / account holder | $3,802 | $5,243-27.5% | $3,357+13.3% | $9,541-60.2% |