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 | $20,968 | $57,140-63.3% | $85,240-75.4% | $80,959-74.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.37% | 21.71%-10.3pp | 66.75%-55.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,468 | $1,802+37.0% | $2,735-9.8% | $2,757-10.5% |
| Participant deferral / active EE | $1,194 | $3,115-61.7% | $4,527-73.6% | $4,300-72.2% |
| Admin fee / account holder | $4,438 | $4,992-11.1% | $6,165-28.0% | $6,925-35.9% |