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 | $30,937 | $78,707-60.7% | $117,861-73.8% | $70,126-55.9% |
| Participation rate | 86.7% | 73.2%+13.5pp | 79.7%+7.0pp | 69.5%+17.1pp |
| Annual return | 23.53% | 23.30%+0.2pp | 335.11%-311.6pp | 73.15%-49.6pp |
| Employer contribution / active EE | $1,111 | $2,223-50.0% | $3,786-70.7% | $2,343-52.6% |
| Participant deferral / active EE | $1,594 | $3,297-51.7% | $4,482-64.4% | $3,332-52.2% |
| Admin fee / account holder | $432 | $5,066-91.5% | $8,021-94.6% | $4,645-90.7% |