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 | $24,597 | $88,707-72.3% | $74,184-66.8% | $273,972-91.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.89% | 11.94%+8.0pp | 17.74%+2.2pp | 41.46%-21.6pp |
| Employer contribution / active EE | $1,211 | $3,159-61.7% | $2,370-48.9% | $4,869-75.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,951 | $8,717-77.6% | $5,586-65.1% | $10,133-80.7% |