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 | $47,745 | $53,774-11.2% | $134,162-64.4% | $79,856-40.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 16.12% | 19.01%-2.9pp | 36.35%-20.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $523 | $1,322-60.5% | $3,705-85.9% | $2,471-78.9% |
| Participant deferral / active EE | $1,869 | $2,420-22.8% | $3,500-46.6% | $3,741-50.0% |
| Admin fee / account holder | $3,634 | $3,985-8.8% | $6,685-45.6% | $5,306-31.5% |