Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,063 | $81,504-70.5% | $102,437-76.5% | $80,959-70.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.91% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,954 | $3,104+27.4% | $3,871+2.2% | $2,757+43.4% |
| Participant deferral / active EE | $3,562 | $3,871-8.0% | $5,060-29.6% | $4,300-17.2% |
| Admin fee / account holder | $785 | $6,719-88.3% | $8,388-90.6% | $6,925-88.7% |