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 | $18,504 | $63,082-70.7% | $81,726-77.4% | $79,856-76.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.64% | 22.66%-10.0pp | 29.49%-16.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,731 | $1,795-3.6% | $4,311-59.9% | $2,471-30.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,227 | $4,428-72.3% | $5,160-76.2% | $5,306-76.9% |