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 | $41,200 | $100,003-58.8% | $146,685-71.9% | $85,856-52.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.86% | 18.93%-7.1pp | 22.75%-10.9pp | 318.58%-306.7pp |
| Employer contribution / active EE | $1,627 | $2,559-36.4% | $4,137-60.7% | $2,565-36.6% |
| Participant deferral / active EE | $4,417 | $4,006+10.3% | $5,507-19.8% | $3,952+11.8% |
| Admin fee / account holder | $1,376 | $7,704-82.1% | $10,281-86.6% | $6,261-78.0% |