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 | $18,904 | $64,311-70.6% | $57,356-67.0% | $125,389-84.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.18% | 25.14%-23.0pp | 24.41%-22.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,780 | $3,193-44.2% | $2,689-33.8% | $4,866-63.4% |
| Participant deferral / active EE | $1,780 | $3,846-53.7% | $3,162-43.7% | $5,352-66.7% |
| Admin fee / account holder | $3,511 | $5,243-33.0% | $3,357+4.6% | $9,541-63.2% |