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 | $44,686 | $135,956-67.1% | $123,894-63.9% | $273,972-83.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.56% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,483 | $5,170-71.3% | $4,617-67.9% | $4,869-69.5% |
| Participant deferral / active EE | $2,570 | $6,343-59.5% | $5,984-57.0% | $5,287-51.4% |
| Admin fee / account holder | $411 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |