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 | $38,238 | $40,275-5.1% | $57,356-33.3% | $59,633-35.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.10% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $3,059 | $1,921+59.2% | $2,689+13.8% | $2,203+38.9% |
| Participant deferral / active EE | $1,519 | $2,400-36.7% | $3,162-51.9% | $3,192-52.4% |
| Admin fee / account holder | $2,653 | $2,820-5.9% | $3,357-21.0% | $4,297-38.3% |