Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,924 | $65,685-37.7% | $57,181-28.4% | $273,965-85.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.46% | 21.99%-17.5pp | 14.59%-10.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,284 | $3,279+0.2% | $2,682+22.4% | $4,869-32.6% |
| Participant deferral / active EE | $3,758 | $3,781-0.6% | $3,096+21.4% | $5,287-28.9% |
| Admin fee / account holder | $1,517 | $4,835-68.6% | $3,139-51.7% | $10,132-85.0% |