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 | $24,830 | $45,041-44.9% | $63,003-60.6% | $70,131-64.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.53% | 18.76%+3.8pp | 87.59%-65.1pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,977 | $2,052-3.7% | $2,760-28.4% | $2,342-15.6% |
| Participant deferral / active EE | $837 | $2,465-66.0% | $3,329-74.8% | $3,332-74.9% |
| Admin fee / account holder | $3,396 | $2,836+19.7% | $3,600-5.7% | $4,645-26.9% |