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 | $80,663 | $53,774+50.0% | $134,162-39.9% | $79,856+1.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 20.18% | 19.01%+1.2pp | 36.35%-16.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $386 | $1,322-70.8% | $3,705-89.6% | $2,471-84.4% |
| Participant deferral / active EE | $1,973 | $2,420-18.5% | $3,500-43.6% | $3,741-47.3% |
| Admin fee / account holder | $1,151 | $3,985-71.1% | $6,685-82.8% | $5,306-78.3% |