Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,122 | $106,247-57.5% | $96,515-53.2% | $139,466-67.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.01% | 38.47%-18.5pp | 35.73%-15.7pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,828 | $4,106-31.1% | $3,740-24.4% | $4,754-40.5% |
| Participant deferral / active EE | $7,827 | $5,456+43.5% | $4,880+60.4% | $6,712+16.6% |
| Admin fee / account holder | $730 | $7,885-90.7% | $6,735-89.2% | $11,409-93.6% |