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 | $48,481 | $99,345-51.2% | $84,753-42.8% | $273,972-82.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,220 | $4,214-47.3% | $3,574-37.9% | $4,869-54.4% |
| Participant deferral / active EE | $2,634 | $4,270-38.3% | $3,712-29.0% | $5,287-50.2% |
| Admin fee / account holder | $314 | $6,645-95.3% | $5,333-94.1% | $10,133-96.9% |