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 | $18,544 | $43,344-57.2% | $59,899-69.0% | $64,173-71.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.64% | -1.55%+9.2pp | 3.46%+4.2pp | 7.63%0pp |
| Employer contribution / active EE | $1,804 | $2,030-11.1% | $2,723-33.7% | $2,381-24.2% |
| Participant deferral / active EE | $2,693 | $2,547+5.7% | $3,402-20.9% | $3,470-22.4% |
| Admin fee / account holder | $330 | $3,008-89.0% | $3,592-90.8% | $4,887-93.3% |