Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,627 | $50,554-11.7% | $67,681-34.1% | $87,485-49.0% |
| Participation rate | 82.8% | 67.7%+15.0pp | 73.7%+9.0pp | 68.9%+13.8pp |
| Annual return | 23.48% | 17.81%+5.7pp | 590.58%-567.1pp | 26.06%-2.6pp |
| Employer contribution / active EE | $2,813 | $1,988+41.5% | $2,678+5.0% | $2,596+8.4% |
| Participant deferral / active EE | $3,959 | $2,961+33.7% | $3,976-0.4% | $4,274-7.4% |
| Admin fee / account holder | $527 | $4,132-87.2% | $6,100-91.4% | $7,775-93.2% |