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 | $54,366 | $57,061-4.7% | $85,063-36.1% | $80,911-32.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.01% | 21.66%-9.7pp | 66.54%-54.5pp | 35.63%-23.6pp |
| Employer contribution / active EE | $952 | $1,799-47.1% | $2,727-65.1% | $2,756-65.5% |
| Participant deferral / active EE | $3,159 | $3,110+1.6% | $4,523-30.1% | $4,297-26.5% |
| Admin fee / account holder | $9,205 | $4,986+84.6% | $6,155+49.6% | $6,935+32.7% |