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 | $61,483 | $48,337+27.2% | $67,560-9.0% | $80,959-24.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.60% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,322 | $2,023-34.7% | $2,737-51.7% | $2,757-52.1% |
| Participant deferral / active EE | $921 | $2,928-68.5% | $4,004-77.0% | $4,300-78.6% |
| Admin fee / account holder | $1,322 | $3,695-64.2% | $3,994-66.9% | $6,925-80.9% |