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 | $10,031 | $77,814-87.1% | $158,223-93.7% | $86,983-88.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 29.40% | 30.54%-1.1pp | 52.09%-22.7pp | 25.83%+3.6pp |
| Employer contribution / active EE | $1,641 | $2,592-36.7% | $4,109-60.1% | $2,584-36.5% |
| Participant deferral / active EE | $3,658 | $3,270+11.9% | $5,467-33.1% | $4,194-12.8% |
| Admin fee / account holder | $1,873 | $5,879-68.1% | $16,047-88.3% | $7,856-76.2% |