Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,169 | $81,262-55.5% | $155,602-76.8% | $80,911-55.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.11% | 33.34%-20.2pp | 64.81%-51.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,118 | $3,102-31.7% | $4,675-54.7% | $2,756-23.1% |
| Participant deferral / active EE | $4,375 | $3,451+26.7% | $5,629-22.3% | $4,297+1.8% |
| Admin fee / account holder | $7,985 | $7,992-0.1% | $15,923-49.9% | $6,935+15.1% |