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 | $27,445 | $81,358-66.3% | $155,556-82.4% | $80,959-66.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.38% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,032 | $3,106-2.4% | $4,675-35.1% | $2,757+10.0% |
| Participant deferral / active EE | $2,902 | $3,455-16.0% | $5,631-48.5% | $4,300-32.5% |
| Admin fee / account holder | $1,260 | $7,994-84.2% | $15,885-92.1% | $6,925-81.8% |