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 | $46,473 | $88,707-47.6% | $74,184-37.4% | $273,972-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.76% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,353 | $3,159-57.2% | $2,370-42.9% | $4,869-72.2% |
| Participant deferral / active EE | $2,975 | $4,212-29.4% | $3,550-16.2% | $5,287-43.7% |
| Admin fee / account holder | $702 | $8,717-92.0% | $5,586-87.4% | $10,133-93.1% |