Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,444 | $106,280-65.7% | $96,538-62.2% | $139,487-73.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 20.17% | 38.48%-18.3pp | 35.74%-15.6pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,166 | $4,107-71.6% | $3,740-68.8% | $4,755-75.5% |
| Participant deferral / active EE | $6,446 | $5,457+18.1% | $4,880+32.1% | $6,713-4.0% |
| Admin fee / account holder | $2,200 | $7,888-72.1% | $6,737-67.3% | $11,407-80.7% |