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 | $29,767 | $80,985-63.2% | $96,576-69.2% | $75,181-60.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.21% | 27.05%-10.8pp | 25.87%-9.7pp | 160.69%-144.5pp |
| Employer contribution / active EE | $985 | $2,282-56.9% | $2,965-66.8% | $2,671-63.1% |
| Participant deferral / active EE | $1,986 | $3,929-49.5% | $4,851-59.1% | $4,126-51.9% |
| Admin fee / account holder | $628 | $6,719-90.7% | $8,253-92.4% | $5,650-88.9% |