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 | $46,619 | $106,280-56.1% | $96,538-51.7% | $139,487-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.05% | 38.48%-23.4pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $896 | $4,107-78.2% | $3,740-76.0% | $4,755-81.1% |
| Participant deferral / active EE | $2,313 | $5,457-57.6% | $4,880-52.6% | $6,713-65.5% |
| Admin fee / account holder | $6,942 | $7,888-12.0% | $6,737+3.0% | $11,407-39.1% |