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 | $26,173 | $153,311-82.9% | $109,313-76.1% | $273,972-90.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.64% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $548 | $5,619-90.3% | $3,892-85.9% | $4,869-88.8% |
| Participant deferral / active EE | $366 | $3,932-90.7% | $3,166-88.4% | $5,287-93.1% |
| Admin fee / account holder | $595 | $8,076-92.6% | $5,666-89.5% | $10,133-94.1% |