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 | $46,002 | $102,828-55.3% | $105,387-56.3% | $152,909-69.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.18% | 20.85%+1.3pp | 26.82%-4.6pp | 345.46%-323.3pp |
| Employer contribution / active EE | $4,653 | $4,473+4.0% | $4,213+10.4% | $4,764-2.3% |
| Participant deferral / active EE | $13,048 | $5,465+138.8% | $5,502+137.1% | $5,851+123.0% |
| Admin fee / account holder | $2,285 | $8,683-73.7% | $6,559-65.2% | $11,601-80.3% |