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 | $15,115 | $93,064-83.8% | $74,577-79.7% | $273,972-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.55% | 26.18%-14.6pp | 20.47%-8.9pp | 41.46%-29.9pp |
| Employer contribution / active EE | $4,052 | $3,160+28.2% | $2,525+60.5% | $4,869-16.8% |
| Participant deferral / active EE | $4,001 | $4,160-3.8% | $3,458+15.7% | $5,287-24.3% |
| Admin fee / account holder | $604 | $5,273-88.5% | $4,138-85.4% | $10,133-94.0% |