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 | $18,481 | $110,337-83.3% | $102,383-81.9% | $145,877-87.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 15.23% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $4,724 | $4,216+12.0% | $3,870+22.1% | $4,663+1.3% |
| Participant deferral / active EE | $2,188 | $5,621-61.1% | $5,060-56.8% | $6,691-67.3% |
| Admin fee / account holder | $887 | $9,750-90.9% | $8,391-89.4% | $13,402-93.4% |