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 | $20,168 | $49,249-59.0% | $70,476-71.4% | $79,852-74.7% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 69.6%+25.9pp |
| Annual return | 8.78% | 30.09%-21.3pp | 109.12%-100.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $2,899 | $2,100+38.0% | $2,738+5.9% | $2,471+17.3% |
| Participant deferral / active EE | $1,220 | $2,769-55.9% | $3,710-67.1% | $3,740-67.4% |
| Admin fee / account holder | $2,712 | $2,878-5.8% | $3,847-29.5% | $5,306-48.9% |