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 | $11,804 | $40,263-70.7% | $57,347-79.4% | $59,632-80.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.90% | 27.50%-22.6pp | 24.40%-19.5pp | 2041.32%-2036.4pp |
| Employer contribution / active EE | $2,005 | $1,922+4.3% | $2,689-25.4% | $2,203-9.0% |
| Participant deferral / active EE | $3,030 | $2,400+26.3% | $3,162-4.2% | $3,192-5.1% |
| Admin fee / account holder | $837 | $2,819-70.3% | $3,356-75.1% | $4,297-80.5% |