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 | $27,463 | $39,132-29.8% | $57,196-52.0% | $62,881-56.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.02% | 9.24%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $956 | $1,874-49.0% | $2,683-64.4% | $2,281-58.1% |
| Participant deferral / active EE | $2,435 | $2,374+2.6% | $3,096-21.3% | $3,203-24.0% |
| Admin fee / account holder | $5,550 | $2,594+113.9% | $3,141+76.7% | $4,296+29.2% |