Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,029 | $106,247-56.7% | $96,515-52.3% | $139,466-67.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 14.19% | 38.47%-24.3pp | 35.73%-21.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,857 | $4,106-54.8% | $3,740-50.3% | $4,754-60.9% |
| Participant deferral / active EE | $10,931 | $5,456+100.4% | $4,880+124.0% | $6,712+62.9% |
| Admin fee / account holder | $498 | $7,885-93.7% | $6,735-92.6% | $11,409-95.6% |