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 | $30,462 | $96,956-68.6% | $69,779-56.3% | $273,972-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.93% | 12.93%0pp | 12.99%-0.1pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,320 | $3,316-60.2% | $2,338-43.5% | $4,869-72.9% |
| Participant deferral / active EE | $3,887 | $3,744+3.8% | $2,931+32.6% | $5,287-26.5% |
| Admin fee / account holder | $3,652 | $7,934-54.0% | $4,381-16.6% | $10,133-64.0% |