Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,302 | $75,541-46.6% | $152,093-73.5% | $82,637-51.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.49% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,339 | $2,622-48.9% | $4,175-67.9% | $2,552-47.5% |
| Participant deferral / active EE | $2,368 | $3,206-26.1% | $5,451-56.6% | $4,126-42.6% |
| Admin fee / account holder | $7,162 | $6,405+11.8% | $14,497-50.6% | $7,339-2.4% |