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 | $40,237 | $153,311-73.8% | $109,313-63.2% | $273,972-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.55% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,993 | $5,619-64.5% | $3,892-48.8% | $4,869-59.1% |
| Participant deferral / active EE | $5,351 | $3,932+36.1% | $3,166+69.0% | $5,287+1.2% |
| Admin fee / account holder | $826 | $8,076-89.8% | $5,666-85.4% | $10,133-91.9% |