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 | $42,033 | $39,132+7.4% | $57,196-26.5% | $62,881-33.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.77% | 9.24%-7.5pp | 14.59%-12.8pp | 20.14%-18.4pp |
| Employer contribution / active EE | $647 | $1,874-65.5% | $2,683-75.9% | $2,281-71.6% |
| Participant deferral / active EE | $5,482 | $2,374+130.9% | $3,096+77.0% | $3,203+71.1% |
| Admin fee / account holder | $818 | $2,594-68.5% | $3,141-74.0% | $4,296-81.0% |