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 | $30,338 | $111,814-72.9% | $103,378-70.7% | $145,978-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $5,036 | $4,215+19.5% | $3,870+30.1% | $4,662+8.0% |
| Participant deferral / active EE | $3,024 | $5,618-46.2% | $5,058-40.2% | $6,690-54.8% |
| Admin fee / account holder | $1,923 | $9,764-80.3% | $8,401-77.1% | $13,400-85.7% |