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 | $38,703 | $67,602-42.7% | $82,312-53.0% | $70,126-44.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.51% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,742 | $1,755-0.7% | $2,428-28.3% | $2,343-25.6% |
| Participant deferral / active EE | $2,679 | $2,987-10.3% | $3,706-27.7% | $3,332-19.6% |
| Admin fee / account holder | $347 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |