Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,191 | $69,590-71.0% | $136,867-85.2% | $94,015-78.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 15.14% | 19.62%-4.5pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $2,610 | $2,396+8.9% | $3,547-26.4% | $2,790-6.5% |
| Participant deferral / active EE | $1,402 | $3,437-59.2% | $4,924-71.5% | $4,249-67.0% |
| Admin fee / account holder | $1,697 | $8,912-81.0% | $10,340-83.6% | $8,951-81.0% |