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 | $19,484 | $77,638-74.9% | $156,551-87.6% | $62,881-69.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.04% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,616 | $3,444-53.1% | $5,501-70.6% | $2,281-29.1% |
| Participant deferral / active EE | $3,433 | $3,046+12.7% | $4,871-29.5% | $3,203+7.2% |
| Admin fee / account holder | $452 | $5,561-91.9% | $13,028-96.5% | $4,296-89.5% |