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 | $28,849 | $60,349-52.2% | $74,184-61.1% | $62,881-54.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 21.72% | 21.38%+0.3pp | 17.74%+4.0pp | 20.14%+1.6pp |
| Employer contribution / active EE | $1,856 | $1,680+10.5% | $2,370-21.7% | $2,281-18.6% |
| Participant deferral / active EE | $2,359 | $2,856-17.4% | $3,550-33.6% | $3,203-26.4% |
| Admin fee / account holder | $3,130 | $4,261-26.5% | $5,586-44.0% | $4,296-27.1% |