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 | $31,602 | $132,310-76.1% | $105,754-70.1% | $273,972-88.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 16.72% | 10.08%+6.6pp | 12.25%+4.5pp | 41.46%-24.7pp |
| Employer contribution / active EE | $14,145 | $4,867+190.7% | $4,079+246.8% | $4,869+190.5% |
| Participant deferral / active EE | $8,912 | $6,233+43.0% | $5,326+67.3% | $5,287+68.6% |
| Admin fee / account holder | $1,682 | $12,036-86.0% | $8,309-79.8% | $10,133-83.4% |