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 | $17,980 | $93,071-80.7% | $74,583-75.9% | $273,965-93.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.61% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $745 | $3,160-76.4% | $2,525-70.5% | $4,869-84.7% |
| Participant deferral / active EE | $1,542 | $4,160-62.9% | $3,458-55.4% | $5,287-70.8% |
| Admin fee / account holder | $331 | $5,272-93.7% | $4,138-92.0% | $10,132-96.7% |