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 | $40,605 | $95,453-57.5% | $112,040-63.8% | $82,448-50.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.53% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $801 | $2,318-65.4% | $2,954-72.9% | $2,551-68.6% |
| Participant deferral / active EE | $2,225 | $4,224-47.3% | $5,098-56.3% | $4,139-46.2% |
| Admin fee / account holder | $1,457 | $9,013-83.8% | $12,098-88.0% | $7,234-79.9% |