Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,663 | $111,814-59.2% | $103,378-55.8% | $145,978-68.7% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 12.21% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,928 | $4,215-54.3% | $3,870-50.2% | $4,662-58.6% |
| Participant deferral / active EE | $4,073 | $5,618-27.5% | $5,058-19.5% | $6,690-39.1% |
| Admin fee / account holder | $1,393 | $9,764-85.7% | $8,401-83.4% | $13,400-89.6% |