Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,226 | $79,955-58.4% | $98,461-66.3% | $75,173-55.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.86% | 19.75%+4.1pp | 21.17%+2.7pp | 160.72%-136.9pp |
| Employer contribution / active EE | $2,826 | $2,264+24.8% | $3,049-7.3% | $2,671+5.8% |
| Participant deferral / active EE | $3,188 | $3,752-15.0% | $4,738-32.7% | $4,126-22.7% |
| Admin fee / account holder | $747 | $6,841-89.1% | $8,961-91.7% | $5,651-86.8% |