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 | $13,327 | $45,079-70.4% | $69,461-80.8% | $72,983-81.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 11.19% | 22.65%-11.5pp | 28.97%-17.8pp | 81.01%-69.8pp |
| Employer contribution / active EE | $726 | $2,055-64.7% | $2,779-73.9% | $2,440-70.3% |
| Participant deferral / active EE | $1,096 | $2,603-57.9% | $3,536-69.0% | $3,608-69.6% |
| Admin fee / account holder | $588 | $3,056-80.8% | $3,840-84.7% | $5,124-88.5% |