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 | $28,033 | $39,132-28.4% | $57,196-51.0% | $62,881-55.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.92% | 9.24%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,722 | $1,874+98.6% | $2,683+38.7% | $2,281+63.2% |
| Participant deferral / active EE | $1,861 | $2,374-21.6% | $3,096-39.9% | $3,203-41.9% |
| Admin fee / account holder | $1,602 | $2,594-38.2% | $3,141-49.0% | $4,296-62.7% |