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 | $41,459 | $51,207-19.0% | $70,565-41.2% | $75,177-44.9% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 16.97% | 30.05%-13.1pp | 32.79%-15.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,196 | $1,826-34.5% | $2,976-59.8% | $2,671-55.2% |
| Participant deferral / active EE | $2,307 | $2,850-19.1% | $4,568-49.5% | $4,126-44.1% |
| Admin fee / account holder | $2,271 | $4,097-44.6% | $6,430-64.7% | $5,651-59.8% |