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 | $28,134 | $88,707-68.3% | $74,184-62.1% | $273,972-89.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.31% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,293 | $3,159+130.8% | $2,370+207.7% | $4,869+49.8% |
| Participant deferral / active EE | $4,567 | $4,212+8.4% | $3,550+28.6% | $5,287-13.6% |
| Admin fee / account holder | $5,147 | $8,717-40.9% | $5,586-7.8% | $10,133-49.2% |