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 | $28,066 | $136,307-79.4% | $106,619-73.7% | $273,972-89.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.96% | 11.05%-9.1pp | 9.42%-7.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,708 | $5,190-67.1% | $3,947-56.7% | $4,869-64.9% |
| Participant deferral / active EE | $4,144 | $4,969-16.6% | $3,930+5.4% | $5,287-21.6% |
| Admin fee / account holder | $315 | $8,625-96.3% | $6,418-95.1% | $10,133-96.9% |