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 | $43,161 | $111,814-61.4% | $103,378-58.2% | $145,978-70.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.51% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,336 | $4,215-68.3% | $3,870-65.5% | $4,662-71.3% |
| Participant deferral / active EE | $3,972 | $5,618-29.3% | $5,058-21.5% | $6,690-40.6% |
| Admin fee / account holder | $3,592 | $9,764-63.2% | $8,401-57.2% | $13,400-73.2% |