Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,678 | $157,829-71.1% | $136,867-66.6% | $198,609-77.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.42% | 51.25%-36.8pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $968 | $3,923-75.3% | $3,547-72.7% | $5,055-80.9% |
| Participant deferral / active EE | $5,939 | $5,463+8.7% | $4,924+20.6% | $6,977-14.9% |
| Admin fee / account holder | $1,187 | $11,107-89.3% | $10,340-88.5% | $19,030-93.8% |