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 | $57,372 | $78,428-26.8% | $95,960-40.2% | $79,852-28.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.63%-76.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $987 | $1,945-49.2% | $2,541-61.1% | $2,471-60.0% |
| Participant deferral / active EE | $2,810 | $3,440-18.3% | $4,167-32.6% | $3,740-24.9% |
| Admin fee / account holder | $789 | $5,622-86.0% | $6,797-88.4% | $5,306-85.1% |