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 | $17,551 | $90,486-80.6% | $78,676-77.7% | $273,972-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,586 | $3,175-50.0% | $2,850-44.3% | $4,869-67.4% |
| Participant deferral / active EE | $3,809 | $3,901-2.4% | $3,517+8.3% | $5,287-28.0% |
| Admin fee / account holder | $2,175 | $5,263-58.7% | $4,510-51.8% | $10,133-78.5% |