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 | $32,937 | $106,247-69.0% | $96,515-65.9% | $139,466-76.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 18.93% | 38.47%-19.5pp | 35.73%-16.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $18,882 | $4,106+359.9% | $3,740+404.9% | $4,754+297.2% |
| Participant deferral / active EE | $3,421 | $5,456-37.3% | $4,880-29.9% | $6,712-49.0% |
| Admin fee / account holder | $304 | $7,885-96.1% | $6,735-95.5% | $11,409-97.3% |