Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,754 | $77,814-64.3% | $158,223-82.5% | $86,983-68.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.54% | 30.54%-14.0pp | 52.09%-35.5pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,228 | $2,592-52.6% | $4,109-70.1% | $2,584-52.5% |
| Participant deferral / active EE | $3,825 | $3,270+17.0% | $5,467-30.0% | $4,194-8.8% |
| Admin fee / account holder | $4,749 | $5,879-19.2% | $16,047-70.4% | $7,856-39.5% |