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 | $92,770 | $127,296-27.1% | $109,907-15.6% | $167,536-44.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.83% | 22.97%+0.9pp | 29.46%-5.6pp | 478.82%-455.0pp |
| Employer contribution / active EE | $798 | $3,325-76.0% | $2,844-71.9% | $4,839-83.5% |
| Participant deferral / active EE | $5,850 | $4,513+29.6% | $4,047+44.6% | $6,342-7.8% |
| Admin fee / account holder | $765 | $7,119-89.3% | $6,069-87.4% | $12,315-93.8% |