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 | $22,673 | $71,208-68.2% | $93,681-75.8% | $80,911-72.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.12% | 11.27%+3.8pp | 133.47%-118.4pp | 35.63%-20.5pp |
| Employer contribution / active EE | $586 | $1,564-62.6% | $2,422-75.8% | $2,756-78.7% |
| Participant deferral / active EE | $3,276 | $4,035-18.8% | $4,415-25.8% | $4,297-23.8% |
| Admin fee / account holder | $859 | $6,951-87.6% | $8,290-89.6% | $6,935-87.6% |