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 | $111,814-53.5% | $103,378-49.8% | $145,978-64.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.11% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,594 | $4,215-38.5% | $3,870-33.0% | $4,662-44.4% |
| Participant deferral / active EE | $7,182 | $5,618+27.8% | $5,058+42.0% | $6,690+7.4% |
| Admin fee / account holder | $2,227 | $9,764-77.2% | $8,401-73.5% | $13,400-83.4% |