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 | $37,686 | $99,345-62.1% | $84,753-55.5% | $273,972-86.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.29% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,299 | $4,214+96.9% | $3,574+132.2% | $4,869+70.5% |
| Participant deferral / active EE | $4,405 | $4,270+3.2% | $3,712+18.7% | $5,287-16.7% |
| Admin fee / account holder | $1,069 | $6,645-83.9% | $5,333-80.0% | $10,133-89.5% |