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 | $45,611 | $99,345-54.1% | $84,753-46.2% | $273,972-83.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.66% | 22.93%-16.3pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $8,333 | $4,214+97.8% | $3,574+133.1% | $4,869+71.2% |
| Participant deferral / active EE | $1,189 | $4,270-72.2% | $3,712-68.0% | $5,287-77.5% |
| Admin fee / account holder | $347 | $6,645-94.8% | $5,333-93.5% | $10,133-96.6% |