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 | $32,279 | $81,258-60.3% | $105,218-69.3% | $59,633-45.9% |
| Participation rate | 98.4% | 75.4%+23.0pp | 77.2%+21.2pp | 68.7%+29.8pp |
| Annual return | 13.30% | 1.96%+11.3pp | 5.33%+8.0pp | 2041.45%-2028.1pp |
| Employer contribution / active EE | $781 | $2,562-69.5% | $3,255-76.0% | $2,203-64.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,714 | $5,841-70.7% | $6,992-75.5% | $4,297-60.1% |