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 | $32,162 | $107,666-70.1% | $102,184-68.5% | $154,746-79.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.67% | 29.33%-8.7pp | 31.58%-10.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,358 | $3,846-38.7% | $3,594-34.4% | $4,379-46.2% |
| Participant deferral / active EE | $2,813 | $8,719-67.7% | $8,309-66.1% | $6,730-58.2% |
| Admin fee / account holder | $3,903 | $12,943-69.8% | $11,609-66.4% | $14,365-72.8% |