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 | $25,524 | $52,379-51.3% | $46,225-44.8% | $273,972-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 4.32% | 7.23%-2.9pp | 7.57%-3.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,925 | $4,226-30.8% | $3,424-14.6% | $4,869-39.9% |
| Participant deferral / active EE | $1,488 | $4,660-68.1% | $3,776-60.6% | $5,287-71.9% |
| Admin fee / account holder | $2,641 | $4,652-43.2% | $3,519-25.0% | $10,133-73.9% |