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 | $54,085 | $74,535-27.4% | $100,712-46.3% | $82,637-34.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.26% | 18.92%-3.7pp | 33.27%-18.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $4,338 | $1,503+188.7% | $2,313+87.6% | $2,552+70.0% |
| Participant deferral / active EE | $2,279 | $3,074-25.9% | $4,085-44.2% | $4,126-44.8% |
| Admin fee / account holder | $3,116 | $6,576-52.6% | $9,256-66.3% | $7,339-57.5% |