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 | $27,997 | $79,955-65.0% | $98,450-71.6% | $75,181-62.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.06% | 19.75%-5.7pp | 21.16%-7.1pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,033 | $2,264-54.4% | $3,049-66.1% | $2,671-61.3% |
| Participant deferral / active EE | $2,830 | $3,752-24.6% | $4,739-40.3% | $4,126-31.4% |
| Admin fee / account holder | $7,229 | $6,841+5.7% | $8,961-19.3% | $5,650+28.0% |