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 | $29,625 | $75,541-60.8% | $152,093-80.5% | $82,637-64.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.45% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,387 | $2,622-47.1% | $4,175-66.8% | $2,552-45.6% |
| Participant deferral / active EE | $2,921 | $3,206-8.9% | $5,451-46.4% | $4,126-29.2% |
| Admin fee / account holder | $1,922 | $6,405-70.0% | $14,497-86.7% | $7,339-73.8% |