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 | $36,408 | $135,956-73.2% | $123,894-70.6% | $273,972-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $901 | $5,170-82.6% | $4,617-80.5% | $4,869-81.5% |
| Participant deferral / active EE | $2,185 | $6,343-65.6% | $5,984-63.5% | $5,287-58.7% |
| Admin fee / account holder | $1,643 | $9,817-83.3% | $8,357-80.3% | $10,133-83.8% |