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 | $41,958 | $73,787-43.1% | $98,716-57.5% | $82,448-49.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.29% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,636 | $1,511+8.3% | $2,279-28.2% | $2,551-35.9% |
| Participant deferral / active EE | $2,282 | $3,081-25.9% | $4,048-43.6% | $4,139-44.9% |
| Admin fee / account holder | $1,160 | $6,500-82.2% | $8,703-86.7% | $7,234-84.0% |