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 | $40,381 | $60,349-33.1% | $74,184-45.6% | $62,881-35.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.65% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,018 | $1,680-39.4% | $2,370-57.1% | $2,281-55.4% |
| Participant deferral / active EE | $1,516 | $2,856-46.9% | $3,550-57.3% | $3,203-52.7% |
| Admin fee / account holder | $1,607 | $4,261-62.3% | $5,586-71.2% | $4,296-62.6% |