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 | $28,545 | $42,383-32.6% | $76,518-62.7% | $64,173-55.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.25% | -16.54%+24.8pp | -0.27%+8.5pp | 7.63%+0.6pp |
| Employer contribution / active EE | $4,575 | $1,563+192.6% | $2,647+72.8% | $2,381+92.1% |
| Participant deferral / active EE | $1,034 | $2,566-59.7% | $3,836-73.0% | $3,470-70.2% |
| Admin fee / account holder | $996 | $3,198-68.8% | $4,849-79.5% | $4,887-79.6% |