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 | $30,953 | $40,264-23.1% | $57,349-46.0% | $59,633-48.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 7.57% | 27.51%-19.9pp | 24.40%-16.8pp | 2041.40%-2033.8pp |
| Employer contribution / active EE | $2,231 | $1,922+16.1% | $2,689-17.0% | $2,203+1.3% |
| Participant deferral / active EE | $2,714 | $2,400+13.1% | $3,162-14.2% | $3,192-15.0% |
| Admin fee / account holder | $2,474 | $2,819-12.2% | $3,356-26.3% | $4,297-42.4% |