Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,940 | $110,410-53.0% | $102,437-49.3% | $145,897-64.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.11% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,594 | $4,217-38.5% | $3,871-33.0% | $4,663-44.4% |
| Participant deferral / active EE | $7,182 | $5,622+27.8% | $5,060+41.9% | $6,689+7.4% |
| Admin fee / account holder | $2,227 | $9,745-77.1% | $8,388-73.4% | $13,390-83.4% |