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 | $62,765 | $109,803-42.8% | $220,257-71.5% | $109,803-42.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 81.3%+18.7pp | 69.9%+30.1pp |
| Annual return | 9.35% | 11.69%-2.3pp | -15.62%+25.0pp | 11.69%-2.3pp |
| Employer contribution / active EE | $1,206 | $2,742-56.0% | $3,751-67.9% | $2,742-56.0% |
| Participant deferral / active EE | $2,353 | $3,982-40.9% | $5,465-56.9% | $3,982-40.9% |
| Admin fee / account holder | $1,500 | $9,505-84.2% | $12,849-88.3% | $9,505-84.2% |