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 | $52,583 | $39,132+34.4% | $57,196-8.1% | $62,881-16.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.40% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $773 | $1,874-58.8% | $2,683-71.2% | $2,281-66.1% |
| Participant deferral / active EE | $2,122 | $2,374-10.6% | $3,096-31.5% | $3,203-33.7% |
| Admin fee / account holder | $1,555 | $2,594-40.1% | $3,141-50.5% | $4,296-63.8% |