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 | $19,851 | $45,050-55.9% | $63,018-68.5% | $70,126-71.7% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 37.62% | 18.76%+18.9pp | 87.62%-50.0pp | 73.15%-35.5pp |
| Employer contribution / active EE | $2,979 | $2,052+45.2% | $2,761+7.9% | $2,343+27.2% |
| Participant deferral / active EE | $6,660 | $2,466+170.1% | $3,330+100.0% | $3,332+99.9% |
| Admin fee / account holder | $998 | $2,834-64.8% | $3,601-72.3% | $4,645-78.5% |