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 | $31,742 | $106,280-70.1% | $96,538-67.1% | $139,487-77.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.65% | 38.48%-18.8pp | 35.74%-16.1pp | 373.84%-354.2pp |
| Employer contribution / active EE | $2,273 | $4,107-44.7% | $3,740-39.2% | $4,755-52.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $353 | $7,888-95.5% | $6,737-94.8% | $11,407-96.9% |