Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,199 | $117,846-61.6% | $102,434-55.9% | $145,884-69.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 8.90% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,579 | $3,615-56.3% | $3,023-47.8% | $4,662-66.1% |
| Participant deferral / active EE | $1,885 | $5,733-67.1% | $5,055-62.7% | $6,690-71.8% |
| Admin fee / account holder | $390 | $13,356-97.1% | $9,462-95.9% | $13,392-97.1% |