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 | $35,183 | $99,345-64.6% | $84,753-58.5% | $273,972-87.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.60% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,000 | $4,214+42.4% | $3,574+67.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,564 | $6,645-76.5% | $5,333-70.7% | $10,133-84.6% |