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 | $45,439 | $152,592-70.2% | $125,180-63.7% | $152,885-70.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.44% | 54.84%-33.4pp | 43.79%-22.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,014 | $4,947-79.5% | $3,866-73.8% | $4,763-78.7% |
| Participant deferral / active EE | $2,384 | $5,868-59.4% | $4,937-51.7% | $5,851-59.3% |
| Admin fee / account holder | $1,079 | $13,435-92.0% | $9,703-88.9% | $11,598-90.7% |