Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,168 | $64,359-50.0% | $90,161-64.3% | $70,126-54.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.30% | 28.13%-10.8pp | 34.89%-17.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,738 | $2,046-15.0% | $3,318-47.6% | $2,343-25.8% |
| Participant deferral / active EE | $2,059 | $4,389-53.1% | $5,287-61.1% | $3,332-38.2% |
| Admin fee / account holder | $3,481 | $3,945-11.8% | $5,943-41.4% | $4,645-25.1% |