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 | $14,469 | $32,037-54.8% | $69,182-79.1% | $62,881-77.0% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 5.85% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $936 | $679+37.9% | $1,206-22.4% | $2,281-58.9% |
| Participant deferral / active EE | $1,586 | $1,185+33.8% | $1,897-16.4% | $3,203-50.5% |
| Admin fee / account holder | $1,128 | $2,608-56.7% | $2,697-58.2% | $4,296-73.7% |