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 | $26,295 | $69,518-62.2% | $59,883-56.1% | $135,382-80.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.01% | 7.95%+2.1pp | 3.46%+6.5pp | 519.77%-509.8pp |
| Employer contribution / active EE | $1,678 | $3,235-48.1% | $2,722-38.4% | $4,779-64.9% |
| Participant deferral / active EE | $1,650 | $4,204-60.8% | $3,402-51.5% | $5,609-70.6% |
| Admin fee / account holder | $1,290 | $5,734-77.5% | $3,591-64.1% | $10,829-88.1% |