Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,090 | $93,598-67.9% | $135,974-77.9% | $75,173-60.0% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 20.31% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $2,911 | $3,538-17.7% | $4,859-40.1% | $2,671+9.0% |
| Participant deferral / active EE | $5,126 | $6,405-20.0% | $7,760-33.9% | $4,126+24.2% |
| Admin fee / account holder | $724 | $6,978-89.6% | $10,767-93.3% | $5,651-87.2% |