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 | $18,935 | $99,345-80.9% | $84,753-77.7% | $273,972-93.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 3.64% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $9,709 | $4,214+130.4% | $3,574+171.6% | $4,869+99.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $816 | $6,645-87.7% | $5,333-84.7% | $10,133-92.0% |