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 | $34,515 | $83,485-58.7% | $125,195-72.4% | $72,976-52.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.97% | 25.77%-6.8pp | 43.79%-24.8pp | 81.02%-62.0pp |
| Employer contribution / active EE | $897 | $2,346-61.7% | $3,866-76.8% | $2,440-63.2% |
| Participant deferral / active EE | $2,889 | $3,586-19.4% | $4,937-41.5% | $3,608-19.9% |
| Admin fee / account holder | $1,849 | $5,518-66.5% | $9,704-80.9% | $5,124-63.9% |