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 | $32,283 | $106,247-69.6% | $96,515-66.6% | $139,466-76.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 11.00% | 38.47%-27.5pp | 35.73%-24.7pp | 373.66%-362.7pp |
| Employer contribution / active EE | $7,330 | $4,106+78.5% | $3,740+96.0% | $4,754+54.2% |
| Participant deferral / active EE | $1,790 | $5,456-67.2% | $4,880-63.3% | $6,712-73.3% |
| Admin fee / account holder | $2,929 | $7,885-62.9% | $6,735-56.5% | $11,409-74.3% |