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 | $42,427 | $68,681-38.2% | $86,615-51.0% | $85,847-50.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 12.51% | 20.12%-7.6pp | 63.51%-51.0pp | 318.61%-306.1pp |
| Employer contribution / active EE | $2,859 | $1,880+52.1% | $2,496+14.6% | $2,565+11.5% |
| Participant deferral / active EE | $2,928 | $2,919+0.3% | $3,699-20.8% | $3,952-25.9% |
| Admin fee / account holder | $828 | $5,974-86.1% | $5,830-85.8% | $6,261-86.8% |