Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,075 | $86,050-52.3% | $189,758-78.4% | $94,015-56.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.40% | 17.77%-5.4pp | 52.62%-40.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,493 | $2,819-47.0% | $4,767-68.7% | $2,790-46.5% |
| Participant deferral / active EE | $1,922 | $3,349-42.6% | $5,856-67.2% | $4,249-54.8% |
| Admin fee / account holder | $3,420 | $6,627-48.4% | $20,388-83.2% | $8,951-61.8% |