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 | $16,491 | $65,712-74.9% | $57,196-71.2% | $273,972-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.55% | 22.01%-19.5pp | 14.59%-12.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,386 | $3,280-57.8% | $2,683-48.4% | $4,869-71.5% |
| Participant deferral / active EE | $1,193 | $3,782-68.4% | $3,096-61.5% | $5,287-77.4% |
| Admin fee / account holder | $8,053 | $4,838+66.5% | $3,141+156.4% | $10,133-20.5% |