Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,821 | $88,707-66.4% | $74,184-59.8% | $273,972-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.26% | 11.94%-6.7pp | 17.74%-12.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,341 | $3,159-25.9% | $2,370-1.2% | $4,869-51.9% |
| Participant deferral / active EE | $3,295 | $4,212-21.8% | $3,550-7.2% | $5,287-37.7% |
| Admin fee / account holder | $22,611 | $8,717+159.4% | $5,586+304.8% | $10,133+123.1% |