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 | $57,146 | $124,980-54.3% | $108,359-47.3% | $154,746-63.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.10% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $938 | $2,851-67.1% | $2,399-60.9% | $4,379-78.6% |
| Participant deferral / active EE | $2,881 | $4,743-39.3% | $4,137-30.4% | $6,730-57.2% |
| Admin fee / account holder | $1,148 | $11,502-90.0% | $9,741-88.2% | $14,365-92.0% |