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 | $43,842 | $106,247-58.7% | $96,515-54.6% | $139,466-68.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.70% | 38.47%-24.8pp | 35.73%-22.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,591 | $4,106-36.9% | $3,740-30.7% | $4,754-45.5% |
| Participant deferral / active EE | $6,471 | $5,456+18.6% | $4,880+32.6% | $6,712-3.6% |
| Admin fee / account holder | $1,094 | $7,885-86.1% | $6,735-83.8% | $11,409-90.4% |