Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,281 | $81,476-71.4% | $102,383-77.3% | $80,925-71.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.38% | 25.59%-6.2pp | 24.94%-5.6pp | 35.65%-16.3pp |
| Employer contribution / active EE | $2,445 | $3,105-21.3% | $3,870-36.8% | $2,756-11.3% |
| Participant deferral / active EE | $3,898 | $3,871+0.7% | $5,060-23.0% | $4,299-9.3% |
| Admin fee / account holder | $1,785 | $6,717-73.4% | $8,391-78.7% | $6,940-74.3% |