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 | $65,477 | $76,407-14.3% | $150,298-56.4% | $82,448-20.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.85% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $321 | $2,614-87.7% | $4,154-92.3% | $2,551-87.4% |
| Participant deferral / active EE | $3,568 | $3,214+11.0% | $5,453-34.6% | $4,139-13.8% |
| Admin fee / account holder | $2,069 | $6,352-67.4% | $14,116-85.3% | $7,234-71.4% |