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 | $25,321 | $93,064-72.8% | $74,577-66.0% | $273,972-90.8% |
| Participation rate | 95.8% | 74.9%+20.9pp | 68.1%+27.7pp | 83.0%+12.8pp |
| Annual return | 6.60% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $8,333 | $3,160+163.7% | $2,525+230.0% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $883 | $5,273-83.3% | $4,138-78.7% | $10,133-91.3% |