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 | $42,002 | $72,492-42.1% | $87,104-51.8% | $72,975-42.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.94% | 24.46%-3.5pp | 28.19%-7.3pp | 81.01%-60.1pp |
| Employer contribution / active EE | $3,167 | $1,894+67.2% | $2,521+25.6% | $2,440+29.8% |
| Participant deferral / active EE | $2,439 | $3,270-25.4% | $4,048-39.7% | $3,608-32.4% |
| Admin fee / account holder | $2,423 | $5,055-52.1% | $7,491-67.7% | $5,124-52.7% |