Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,416 | $75,541-34.6% | $152,093-67.5% | $82,637-40.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.37% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,785 | $2,622-31.9% | $4,175-57.2% | $2,552-30.1% |
| Participant deferral / active EE | $1,174 | $3,206-63.4% | $5,451-78.5% | $4,126-71.5% |
| Admin fee / account holder | $650 | $6,405-89.9% | $14,497-95.5% | $7,339-91.1% |