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 | $91,421 | $58,057+57.5% | $97,032-5.8% | $86,983+5.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.06% | 22.26%-7.2pp | 35.38%-20.3pp | 25.83%-10.8pp |
| Employer contribution / active EE | $774 | $1,663-53.5% | $2,629-70.5% | $2,584-70.0% |
| Participant deferral / active EE | $3,231 | $3,244-0.4% | $4,672-30.8% | $4,194-23.0% |
| Admin fee / account holder | $12,476 | $4,839+157.8% | $9,418+32.5% | $7,856+58.8% |