Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,249 | $58,493-29.5% | $84,023-50.9% | $72,976-43.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 31.55% | 28.93%+2.6pp | 71.32%-39.8pp | 81.02%-49.5pp |
| Employer contribution / active EE | $1,224 | $1,163+5.3% | $1,984-38.3% | $2,440-49.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,391 | $4,569-69.6% | $6,102-77.2% | $5,124-72.9% |