Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,748 | $103,038-67.2% | $90,324-62.6% | $152,909-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.03% | 95.25%-71.2pp | 78.15%-54.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,676 | $3,141-46.6% | $2,856-41.3% | $4,764-64.8% |
| Participant deferral / active EE | $2,665 | $4,282-37.8% | $3,885-31.4% | $5,851-54.5% |
| Admin fee / account holder | $1,791 | $6,177-71.0% | $5,356-66.6% | $11,601-84.6% |