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 | $31,474 | $65,685-52.1% | $57,183-45.0% | $273,970-88.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.87% | 21.99%-16.1pp | 14.59%-8.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,679 | $3,279-18.3% | $2,682-0.1% | $4,869-45.0% |
| Participant deferral / active EE | $2,206 | $3,781-41.6% | $3,096-28.7% | $5,287-58.3% |
| Admin fee / account holder | $651 | $4,835-86.5% | $3,139-79.3% | $10,132-93.6% |