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 | $24,527 | $39,132-37.3% | $57,196-57.1% | $62,881-61.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.77% | 9.24%-4.5pp | 14.59%-9.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,989 | $1,874+59.5% | $2,683+11.4% | $2,281+31.1% |
| Participant deferral / active EE | $3,142 | $2,374+32.3% | $3,096+1.5% | $3,203-1.9% |
| Admin fee / account holder | $1,769 | $2,594-31.8% | $3,141-43.7% | $4,296-58.8% |